Retirement Benefits Wealth Advisor – Flexible Growth Path

Equitable Advisors; Fort Myers (FL); Hybrid; USD 60,000 - 120,000; Full time

Job summary

Equitable Advisors seeks a Financial Professional to join the Retirement Benefits Group in Florida. You’ll engage clients, educate them on tailored financial solutions, and implement product plans with a focus on retirement needs for educators and public sector professionals.

You’ll train toward wealth management licensure through a structured program. The role offers a path through FINRA licensing, a mix of field and office work, extensive coaching, and a compensation package with base salary

Qualifications

• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with a track record of success.
• Ability to collaborate with top performers and stakeholders.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze client data, ensure confidentiality, and implement appropriate products.
• Maintain a flexible schedule to balance work and personal time.
• Serve clients in local schools and municipalities outside the office.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a Financial Professional to join the Retirement Benefits Group in Florida. You’ll engage clients, educate them on tailored financial solutions, and implement product plans with a focus on retirement needs for educators and public sector professionals.

You’ll train toward wealth management licensure through a structured program. The role offers a path through FINRA licensing, a mix of field and office work, extensive coaching, and a compensation package with base salary