Retirement Benefits Financial Advisor — Flexible Path

Equitable Advisors; Boca Raton (FL); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

Mentorship program

Virtual University access

BONUS potential and commissions

Comprehensive benefits (health, dental

Job summary

Equitable Advisors seeks a Financial Professional for the Retirement Benefits Group in Florida. The role centers on engaging clients, educating them on a range of financial products, and implementing personalized wealth-management solutions.

The position offers a structured development path with FINRA licensing sponsorship, mentorship, and opportunities for professional growth within a supportive, community-focused culture. Flexible, locally-based work is available.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• 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

• Cultivate and expand your network within established markets.
• Educate clients on our financial products and services and tailor solutions to their needs.
• Analyze and organize client data, ensure confidentiality, and implement appropriate products and services.
• Flexible schedule to maximize productivity and personal time.
• Location: Working outside the office in local schools and municipalities.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Tools

SIE

Series 7

Series 66

State Life & Health

Job description

Equitable Advisors seeks a Financial Professional for the Retirement Benefits Group in Florida. The role centers on engaging clients, educating them on a range of financial products, and implementing personalized wealth-management solutions.

The position offers a structured development path with FINRA licensing sponsorship, mentorship, and opportunities for professional growth within a supportive, community-focused culture. Flexible, locally-based work is available.