Impactful Wealth Planner — Licensing Path & Growth

Equitable Advisors; Dayton (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation reimbursement

Job summary

Equitable Advisors in Dayton invites driven professionals to pursue a wealth-management career through our structured licensing and employment path. You will engage with clients, present financial solutions, and manage data with confidentiality in a flexible, community-focused role.

Join the Retirement Benefits Group for hands-on training, mentorship, and opportunities to pursue CFP, ChFC, and other credentials while enjoying a comprehensive benefits package and base salary with commission

Qualifications

• Bachelor’s degree or equivalent work experience.
• Active FINRA licensing or sponsorship available.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with a community focus.
• Authorized to work in the United States.
• Ability to collaborate with top performers.

Responsibilities

• Engage clients and expand your network within established markets.
• Educate clients on our financial products and services and tailor solutions to fit needs.
• Analyze client data, ensure confidentiality, and implement appropriate products and services.
• Maintain work-life balance with a flexible schedule and local engagements.
• Collaborate with top performers and participate in training and mentorship programs.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor’s degree or equivalent work experience

State Life & Health, SIE, Series 7, Series 66 licensing

Job description

Equitable Advisors in Dayton invites driven professionals to pursue a wealth-management career through our structured licensing and employment path. You will engage with clients, present financial solutions, and manage data with confidentiality in a flexible, community-focused role.

Join the Retirement Benefits Group for hands-on training, mentorship, and opportunities to pursue CFP, ChFC, and other credentials while enjoying a comprehensive benefits package and base salary with commission