Retirement Benefits Advisor – Flexible Wealth Management

Equitable Advisors; Greenville (SC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Professional growth programs

Health, dental & vision benefits

Job summary

Equitable Advisors is seeking Financial Professionals for the Retirement Benefits Group in Greenville, SC. This role offers licensing support, structured development, and a pathway to wealth management through FINRA sponsorship and a 120-day training program.

You will engage clients, educate on retirement solutions, and implement tailor-made services while balancing personal time with a flexible schedule. A strong entrepreneurial mindset and collaboration with top performers are essential.

Qualifications

• Bachelor's degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, Series 66 licensing
• Values-driven with a track record of success and accomplishment
• Excellent interpersonal and communication abilities with strong self-confidence
• Entrepreneurial spirit with a desire to positively impact others' lives
• Ability to work with and learn from top performers
• Must be authorized to work in the United States

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

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

Job description

Equitable Advisors is seeking Financial Professionals for the Retirement Benefits Group in Greenville, SC. This role offers licensing support, structured development, and a pathway to wealth management through FINRA sponsorship and a 120-day training program.

You will engage clients, educate on retirement solutions, and implement tailor-made services while balancing personal time with a flexible schedule. A strong entrepreneurial mindset and collaboration with top performers are essential.