Impactful Wealth Planner for Education & Government

Equitable Advisors; Cincinnati (OH); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan

Disability insurance

Life Insurance

TRIP - Transportation Reimbursement

Job summary

Equitable Advisors is seeking individuals to join The Retirement Benefits Group (RBG) to address retirement needs of professionals in education, healthcare, and government. The role offers a path to becoming a wealth manager through licensing and employment, with a flexible schedule and potential for significant income through commissions.

Training includes FINRA sponsorship, a 120-day Preliminary Employment Period (PEP), and access to Virtual University, plus mentorship and leadership

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensed to sell Life & Health products in the US.
• SIE, Series 7 and Series 66 licenses required.
• Strong communication and relationship-building skills.
• Authorized to work in the United States.

Responsibilities

• Engage clients and expand networks in local markets.
• Educate clients on financial products and services.
• Analyze client data and implement tailored solutions.
• Maintain flexible schedule to balance work and personal time.
• Collaborate with top performers and mentors.

Skills

Life & Health License

SIE

Series 7

Series 66

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking individuals to join The Retirement Benefits Group (RBG) to address retirement needs of professionals in education, healthcare, and government. The role offers a path to becoming a wealth manager through licensing and employment, with a flexible schedule and potential for significant income through commissions.

Training includes FINRA sponsorship, a 120-day Preliminary Employment Period (PEP), and access to Virtual University, plus mentorship and leadership