Flexible Retirement Benefits Wealth Advisor

Equitable Advisors; Cleveland (OH); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Sign-On Bonus eligibility

Comprehensive benefits package (health

401(k) plan

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Cleveland, OH seeks a Wealth Management Associate in the Retirement Benefits Group to support retirement planning for educators, healthcare, and government professionals. The role blends client engagement with education on financial products and tailored solutions, plus data-driven service delivery.

You will complete FINRA licensing through our program, participate in a 120-day PEP training, and advance toward CFP/ChFC designations while enjoying a structured development

Qualifications

• Bachelor's degree or equivalent; strong communication and interpersonal skills.
• Licensing: Life/Health, SIE, Series 7, Series 66; FINRA sponsorship provided.

Responsibilities

• Engage clients and expand your network within established markets.
• Educate clients on financial products and services and tailor solutions to needs.
• Analyze client data, ensure confidentiality, and implement appropriate products and services.

Skills

Licensing knowledge

Communication

Interpersonal skills

Entrepreneurial mindset

Collaboration

Work authorization

Networking

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Cleveland, OH seeks a Wealth Management Associate in the Retirement Benefits Group to support retirement planning for educators, healthcare, and government professionals. The role blends client engagement with education on financial products and tailored solutions, plus data-driven service delivery.

You will complete FINRA licensing through our program, participate in a 120-day PEP training, and advance toward CFP/ChFC designations while enjoying a structured development