Retirement Benefits Wealth Advisor - Flexible Path

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

Benefits offered by this job

FINRA Sponsorship

PEP training (120 days)

Virtual University

Mentorship

Personalized coaching

Leadership Development

Professional growth (CFP/ChFC)

Sign-On Payment

Base Salary

Commissions and Bonus

Benefits package (health/dental/vision

Job summary

Equitable Advisors, Boca Raton, FL, invites motivated professionals to join the Retirement Benefits Group as Financial Professionals. This role offers a licensed career path with licensing sponsorship, structured training, mentorship, and opportunities to grow into wealth management with company-backed licenses and certifications.

From onboarding through PEP and Virtual University, you will receive coaching from a local VP, plus access to CFP, ChFC and related growth programs.

Qualifications

• Licensing: State Life & Health, SIE, Series 7, Series 66 required.
• Must be authorized to work in the United States.
• Strong interpersonal and communication abilities with self-confidence.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products and services, tailoring solutions to their needs.
• Analyze and organize client data, maintain confidentiality, implement appropriate products and services.
• Maintain a flexible schedule to optimize productivity and personal time.

Skills

Communication Skills

Mindset

Collaboration

Work Authorization

Values-driven

Entrepreneurial spirit

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors, Boca Raton, FL, invites motivated professionals to join the Retirement Benefits Group as Financial Professionals. This role offers a licensed career path with licensing sponsorship, structured training, mentorship, and opportunities to grow into wealth management with company-backed licenses and certifications.

From onboarding through PEP and Virtual University, you will receive coaching from a local VP, plus access to CFP, ChFC and related growth programs.