Wealth Advisor: Flexible Path to Licensing & Impact

Equitable Advisors; Peoria (IL); Hybrid; USD 24,000 - 31,000; Full time

Benefits offered by this job

Health, dental and vision benefits

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors invites you to join a pathway to possibilities in wealth management. The Retirement Benefits Group (RBG) focuses on education, healthcare, and government sectors to secure retirement outcomes.

We provide a structured development path with FINRA sponsorship, hands-on training, and mentorship. After completing the PEP, a base salary support of $24,000 is offered as a 20th Edition RBG financial professional, with potential commissions and bonuses.

Qualifications

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

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services and tailor solutions.
• Analyze and organize client data, maintain confidentiality, prepare products & services.
• Maintain a flexible schedule to maximize productivity and personal time.
• Work outside the office in local schools and municipalities.

Skills

Client engagement

Communication skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Work authorization (US)

Education

Bachelor's degree

Job description

Equitable Advisors invites you to join a pathway to possibilities in wealth management. The Retirement Benefits Group (RBG) focuses on education, healthcare, and government sectors to secure retirement outcomes.

We provide a structured development path with FINRA sponsorship, hands-on training, and mentorship. After completing the PEP, a base salary support of $24,000 is offered as a 20th Edition RBG financial professional, with potential commissions and bonuses.