Impactful Wealth Advisor for Education & Government Clients

equitable; Boston (MA); On-site; USD 30,000 - 60,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship

Leadership Development

Certifications support

Sign-on bonus eligibility

Job summary

Equitable Advisors in Boston invites you to join The Retirement Benefits Group and unlock a pathway to becoming a licensed wealth manager. You will engage clients, learn our products, and build a practice through structured training and FINRA licensing sponsorship, with mentorship and virtual university support.

This role emphasizes client service, data analysis, and a flexible schedule that fits your life while helping communities like education, healthcare, and government.

Qualifications

• Bachelor’s degree or equivalent work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing expected.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset and track record of success.

Responsibilities

• Grow and manage a client network within established markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze client data, ensure confidentiality, and implement appropriate products.
• Maintain work-life balance with flexible scheduling.

Skills

Client relationship-building

Interpersonal communication

Self-confidence

Entrepreneurial mindset

Education

Bachelor’s degree or equivalent

Job description

Equitable Advisors in Boston invites you to join The Retirement Benefits Group and unlock a pathway to becoming a licensed wealth manager. You will engage clients, learn our products, and build a practice through structured training and FINRA licensing sponsorship, with mentorship and virtual university support.

This role emphasizes client service, data analysis, and a flexible schedule that fits your life while helping communities like education, healthcare, and government.