Licensed Wealth Consultant — Flexible Schedule & Impact

Equitable Advisors; Boca Raton (FL); On-site; USD 22,000 - 26,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan

Disability insurance

Life insurance

Transportation reimbursement

Job summary

Equitable Advisors is seeking motivated individuals to join the Retirement Benefits Group, serving education, healthcare, and government sectors. You will engage clients, educate them on financial products, and tailor solutions to their needs while building a broad professional network.

This role offers a structured development path to wealth management through licensing, mentorship, and a flexible schedule that supports work-life balance.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• US work authorization required.
• Strong interpersonal and communication abilities.
• Entrepreneurial mindset with a results-driven approach.
• Ability to collaborate with top performers and learn from mentors.
• Willingness to pursue professional designations and licensing.

Responsibilities

• Engage with clients and expand your network in established markets.
• Educate clients on a range of financial products and services and tailor solutions.
• Analyze client data, maintain confidentiality, and implement suitable products and services.
• Maintain a flexible schedule and travel to local schools and municipalities for engagement.

Skills

Client engagement

Communication skills

Self-confidence

Entrepreneurial mindset

Relationship building

Collaboration

Work authorization

Education

FINRA licenses (Series 7, 66, SIE, Life & Health)

Job description

Equitable Advisors is seeking motivated individuals to join the Retirement Benefits Group, serving education, healthcare, and government sectors. You will engage clients, educate them on financial products, and tailor solutions to their needs while building a broad professional network.

This role offers a structured development path to wealth management through licensing, mentorship, and a flexible schedule that supports work-life balance.