Impactful Wealth Advisor: Flexible Path to Growth

Equitable Advisors; Cincinnati (OH); On-site; USD 24,000 - 52,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP/ChFC Path

Sign-On Eligibility

Base Salary $24k

Commissions & Bonus

Benefits: Health/Dental/Vision/401(k)

Job summary

Equitable Advisors is actively recruiting in the United States for roles within The Retirement Benefits Group (RBG). The position offers a structured path to wealth manager status through licensing, with FINRA sponsorship and a comprehensive 120-day PEP training program.

You will engage clients, present financial solutions, and work in local schools and municipalities with flexible scheduling. The role emphasizes a values-driven, entrepreneurial mindset, strong communication, and collaboration

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Values-driven with a track record of success and achievement.
• Entrepreneurial spirit with a desire to positively impact others.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on a range of financial products and services.
• Analyze and organize client data; ensure confidentiality and accuracy.
• Coordinate work with top performers and mentors for growth.
• Maintain a flexible schedule and engage clients in local schools and municipalities.

Skills

Client engagement

Communication skills

Self-confidence

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is actively recruiting in the United States for roles within The Retirement Benefits Group (RBG). The position offers a structured path to wealth manager status through licensing, with FINRA sponsorship and a comprehensive 120-day PEP training program.

You will engage clients, present financial solutions, and work in local schools and municipalities with flexible scheduling. The role emphasizes a values-driven, entrepreneurial mindset, strong communication, and collaboration