Retirement Benefits Wealth Advisor - Licensing + Flexible Schedule

Equitable Advisors; Port Reading (NJ); Hybrid; USD 52,000 - 80,000; Full time

Job summary

Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in NJ. You will engage clients, review financial products, and implement tailored services outside the office in local schools and municipalities.

Training includes FINRA licensing sponsorship and a 120‑day PEP program, leading toward a professional wealth management career. The role emphasizes mentorship, ongoing education through Virtual University, and potential for certification such as CFP, ChFC,

Qualifications

• Must be authorized to work in the United States.
• FINRA licensing sponsorship provided for required licenses.
• PEP program includes 120 days of hands-on training.

Responsibilities

• Client Engagement: cultivate and expand your network within established markets.
• Products and Services Consultation: educate clients on our financial solutions and tailor them.
• Client Service and Implementation: analyze data, protect confidentiality, implement products.
• Work-Life Balance: flexible schedule to maximize productivity and personal time.

Skills

Communication Skills

Collaborative

Entrepreneurial Mindset

Team Collaboration

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking a Wealth Management Associate for the Retirement Benefits Group in NJ. You will engage clients, review financial products, and implement tailored services outside the office in local schools and municipalities.

Training includes FINRA licensing sponsorship and a 120‑day PEP program, leading toward a professional wealth management career. The role emphasizes mentorship, ongoing education through Virtual University, and potential for certification such as CFP, ChFC,