Retirement Planner – Retirement Benefits Group - FL, Jacksonville (3942)

Equitable Advisors; Jacksonville (FL); On-site; USD 73,500 - 131,250; Part time

Benefits offered by this job

Health insurance

401(K)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive Program (TRIP)

Job summary

A wealth management leader in Jacksonville is seeking a part-time professional focused on client engagement and financial product consultation. The role requires a bachelor's degree or equivalent experience, and candidates must possess necessary state licenses. The company offers comprehensive training, mentorship, and a competitive salary range from $73,500 to $131,250, along with benefits such as health insurance and 401(k).

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data while maintaining confidentiality.

Skills

Bachelor's degree or equivalent work experience

State Life & Health Licensing

SIE Certification

Series 7 Certification

Series 66 Certification

Excellent interpersonal and communication skills

Entrepreneurial mindset

Ability to work collaboratively

Job description

Equitable Advisors – Florida, Jacksonville

Equitable Advisors is a leader in the wealth management industry. We invite you to build a career focused on creating positive impact for communities.

Role Highlights

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

Skills & Experience

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: Values-driven with a track record of success.
• Communication: Excellent interpersonal and communication skills with strong self-confidence.
• Mindset: Entrepreneurial spirit with a desire to positively impact others’ lives.
• Collaboration: Ability to work with and learn from top performers.
• Work Authorization: Must be authorized to work in the United States.

Training & Development

• FINRA Sponsorship: Provided for required FINRA licensing.
• Preliminary Employment Period: Comprehensive 120‑day hands‑on training.
• Virtual University: Access to Equitable Advisors’ Virtual University for continuous learning.
• Mentorship: Opportunities for joint work and mentorship.
• Personalized Coaching: Local Vice President guidance throughout your journey.
• Leadership Development: Access to Leadership Development School for those with management ambition.
• Professional Growth: Encouragement to pursue designations such as CFP®, ChFC, and Equitable Advisors’ Credentialed Holistic Financial Coach.

Compensation & Benefits

• Sign‑On Payment: Based on time to complete licenses and PEP.
• Base Salary: Annual salary for eligible financial professionals.
• Commissions & Bonus: Eligible to earn commissions and bonus in addition to base salary.
• Benefits: Health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, Transportation Reimbursement Incentive Program (TRIP).

Our Culture and Community Impact

Equitable Advisors values diversity and inclusivity, offers wellness programs and employee resource groups. We are committed to social impact through initiatives such as "1,000 Hours of Giving Back," women's network sponsorship, and "Equitable Excellence," awarding 200 college scholarships annually.

Job Information

• Primary Location: United States – FL – Jacksonville
• Organization: Equitable Advisors
• Seniority level: Entry level
• Employment type: Part‑time
• Job function: Finance and Sales
• Salary Range: $73,500.00 – $131,250.00

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, is an equal opportunity employer. M/F/D/V. GE‑7814452.1 (4/25) (Exp.4/29)

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