Retirement Benefits Advisor — Flexible Schedule & Growth

Equitable Advisors; Cincinnati (OH); On-site; USD 24,000 - 70,000; Full time

Benefits offered by this job

FINRA sponsorship

120-day PEP training

Virtual University

Mentorship program

Leadership Development School

Professional growth opportunities

Job summary

Equitable Advisors, a leader in wealth management, seeks professionals to engage clients in local schools and municipalities. You will educate clients on financial products, tailor solutions, and deliver comprehensive service while maintaining strong ethical standards.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and access to Virtual University. A mentorship and leadership path supports growth into CFP, ChFC, and other credentials.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Strong communication and interpersonal skills; entrepreneurial mindset.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our financial products and services and tailor solutions.
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, implement appropriate products and services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.
• Location: Working outside the office in local schools and municipalities.

Skills

Client engagement

Networking

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors, a leader in wealth management, seeks professionals to engage clients in local schools and municipalities. You will educate clients on financial products, tailor solutions, and deliver comprehensive service while maintaining strong ethical standards.

Training includes FINRA licensing sponsorship, a 120-day hands-on program, and access to Virtual University. A mentorship and leadership path supports growth into CFP, ChFC, and other credentials.