Retirement Benefits Advisor — Flexible, Impactful Wealth

Equitable Advisors; Jacksonville (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k)

Employee Stock Purchase Plan (ESPP)

Disability

Life Insurance

Transportation Reimbursement Incentve

Job summary

Equitable Advisors in Jacksonville, FL seeks driven financial professionals to join The Retirement Benefits Group. You will engage clients, educate them on financial products, and collaborate with top performers to deliver tailored retirement solutions.

This role offers a licensing and mentorship path with FINRA sponsorship, a structured training program, base salary plus commissions, and a flexible work style within local schools and municipalities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses required.
• Strong communication, client-focused mindset, and entrepreneurial spirit.
• Authorized to work in the United States.

Responsibilities

• Cultivate and expand your professional network in established markets.
• Educate clients on our financial products and tailor solutions to their needs.
• Analyze client data, maintain confidentiality, and implement appropriate products and services.
• Maintain a flexible schedule to maximize productivity and personal time.
• Engage with local schools and municipalities to reach potential clients.

Skills

Licensing: State Life & Health

SIE

Series 7

Series 66

Client engagement

Networking

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Jacksonville, FL seeks driven financial professionals to join The Retirement Benefits Group. You will engage clients, educate them on financial products, and collaborate with top performers to deliver tailored retirement solutions.

This role offers a licensing and mentorship path with FINRA sponsorship, a structured training program, base salary plus commissions, and a flexible work style within local schools and municipalities.