Impactful Wealth Manager in Education & Government

Equitable Advisors; Savannah (GA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits (health, dental

Vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking motivated professionals to join The Retirement Benefits Group, focusing on retirees and professionals in education, healthcare, and government. You will engage clients, educate them on financial products, and implement tailored solutions while building a local network.

The role offers structured license training (FINRA) and a path to wealth management with a base salary plus commissions, mentoring, and opportunities for CFP/ChFC designations in a supportive,

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.

Responsibilities

• Engage clients and expand your network within established markets.
• Educate clients on a broad range of financial products and services and tailor solutions to their needs.
• Analyze and organize client data, maintain confidentiality, and implement appropriate products and services.
• Maintain work-life balance with a flexible schedule and local community focus.
• Operate in a role that involves working outside the office in schools and municipalities.

Skills

Client engagement

Communication skills

Collaboration

Entrepreneurial mindset

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking motivated professionals to join The Retirement Benefits Group, focusing on retirees and professionals in education, healthcare, and government. You will engage clients, educate them on financial products, and implement tailored solutions while building a local network.

The role offers structured license training (FINRA) and a path to wealth management with a base salary plus commissions, mentoring, and opportunities for CFP/ChFC designations in a supportive,