Wealth Advisor: Flexible Licensing Path & Community Impact

Equitable Advisors; Dayton (OH); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking individuals to join The Retirement Benefits Group (RBG) and build a meaningful wealth-management career. You'll engage clients, learn to tailor financial solutions, and grow professionally through FINRA licensing and mentorship in a supportive, community-focused environment.

Offers extensive training, a structured path to becoming a wealth manager, and compensation that includes base salary plus commissions and bonuses, with an emphasis on work-life balance and

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal skills.

Responsibilities

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

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Team collaboration

Sales aptitude

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking individuals to join The Retirement Benefits Group (RBG) and build a meaningful wealth-management career. You'll engage clients, learn to tailor financial solutions, and grow professionally through FINRA licensing and mentorship in a supportive, community-focused environment.

Offers extensive training, a structured path to becoming a wealth manager, and compensation that includes base salary plus commissions and bonuses, with an emphasis on work-life balance and