Wealth Advisor: Flexible Path to Licensing & Impact

Equitable Advisors

Las Vegas (NV)

On-site

USD 70,000 - 110,000

Full time

40 hours ago
Be an early applicant
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Health insurance
Dental and Vision coverage
401(k)
Employee Stock Purchase Plan (ESPP)
Disability insurance
Life Insurance
Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking individuals to join its Retirement Benefits Group, offering a path to becoming a wealth manager through licensing and employment. You will engage with clients, consult on financial products, and support implementation in schools and municipalities.

A flexible schedule enhances work-life balance while pursuing growth within a supportive team. Training includes FINRA sponsorship, a comprehensive 120-day program, and Mentorship, with opportunities for CFP, ChFC, and

Qualifications

  • Bachelor's degree or equivalent experience required.
  • State Life & Health, SIE, Series 7, Series 66 licensing required or sponsorship provided.
  • Strong communication and interpersonal skills required.
  • Entrepreneurial mindset with results driven and community focus.

Responsibilities

  • Engage with clients and expand your network in local markets.
  • Educate clients on financial products and tailor solutions to their needs.
  • Analyze client data, ensure confidentiality, and implement appropriate services.
  • Balance field activities with a flexible schedule for working in schools and municipalities.

Skills

Networking
Interpersonal skills
Communication
Entrepreneurial mindset
Team collaboration
Work authorization

Education

Bachelor's degree

Tools

FINRA licensing process
SIE
Series 7
Series 66

Job description

Equitable Advisors is seeking individuals to join its Retirement Benefits Group, offering a path to becoming a wealth manager through licensing and employment. You will engage with clients, consult on financial products, and support implementation in schools and municipalities.

A flexible schedule enhances work-life balance while pursuing growth within a supportive team. Training includes FINRA sponsorship, a comprehensive 120-day program, and Mentorship, with opportunities for CFP, ChFC, and

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Wealth Management Associate — Flexible, Impact-Driven Advisor
Wealth Management Associate — Flexible, Impact-Driven Advisor

Equitable Advisors • Ocala (FL)

On-site
USD 60,000 - 100,000
FINRA Sponsorship
PEP Training
Virtual University
+6
Licensed Wealth Consultant — Flexible Schedule & Impact
Licensed Wealth Consultant — Flexible Schedule & Impact

Equitable Advisors • Boca Raton (FL)

On-site
USD 22,000 - 26,000
Health insurance
Dental insurance
Vision insurance
+5
Wealth Management Associate | Flexible Training Path
Wealth Management Associate | Flexible Training Path

Equitable Advisors • Town of Florida (NY)

On-site
USD 60,000 - 110,000
Health insurance
Dental and vision insurance
401(k)
+4
Wealth Management Associate - Flexible Path to Licensing
Wealth Management Associate - Flexible Path to Licensing

Equitable Advisors • North Carolina

On-site
USD 60,000 - 90,000
Health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
+3
Wealth Advisor Trainee – Flexible Schedule with FINRA Path
Wealth Advisor Trainee – Flexible Schedule with FINRA Path

Equitable Advisors • Las Vegas (NM)

On-site
USD 70,000 - 120,000
Sign-On Payment
Base Salary
Commissions & Bonus
+4
Wealth Management Associate: Flexible Path to CFP Licensing
Wealth Management Associate: Flexible Path to CFP Licensing

Equitable Advisors • Richmond (VA), Northern (KY)

Hybrid
USD 24,000 - 40,000
Sign-on bonus
Base salary after PEP
Commissions & bonus
+1
Wealth Advisor - Licensing Path + Mentorship
Wealth Advisor - Licensing Path + Mentorship

Socket.dev • Cleveland (OH)

On-site
USD 40,000 - 60,000
FINRA Sponsorship
PEP training
Virtual University
+4
Wealth Management Associate: Flexible Path to Growth
Wealth Management Associate: Flexible Path to Growth

Equitable Advisors • Tallahassee (FL)

On-site
USD 60,000 - 110,000
Health insurance
Dental insurance
Vision insurance
+5
Wealth Management Associate: Flexible Path to CFP & Impact
Wealth Management Associate: Flexible Path to CFP & Impact

Equitable Advisors • Houston (TX)

Hybrid
USD 50,000 - 70,000
Comprehensive benefits programs
401(k) with employer match
Employee Stock Purchase Plan (ESPP)
+1
Wealth Advisor: Training, Licensing & Client Impact
Wealth Advisor: Training, Licensing & Client Impact

Equitable Advisors • St. Louis (MO)

On-site
USD 65,000 - 90,000
Health, dental & vision
401(k) plan
Employee Stock Purchase Plan (ESPP)
+3