Wealth Advisor: Flexible Schedule in Retirement Planning

Equitable Advisors

Orlando (FL)

Hybrid

USD 50,000 - 70,000

Full time

14 days+
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Benefits offered by this job

Health, dental, and vision insurance
401(k) plan
Employee Stock Purchase Plan
Transportation Reimbursement Incentive Program

Job summary

Equitable Advisors is seeking motivated individuals in Orlando, Florida, ready to make a difference in wealth management. Join our Retirement Benefits Group to address unique retirement needs in education, healthcare, and government sectors.

Enjoy a flexible schedule and comprehensive training with opportunities for professional growth, including FINRA sponsorships and mentorship support. Enhance your career with a commitment to social impact and community engagement.

Qualifications

  • Values-driven with a track record of success.
  • Excellent interpersonal and communication abilities.
  • 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.
  • Analyze and organize client data, ensuring confidentiality.

Skills

Communication Skills
Entrepreneurial spirit
Collaboration

Education

Bachelor's degree or equivalent skills

Tools

State Life & Health License
SIE
Series 7
Series 66

Job description

Equitable Advisors is seeking motivated individuals in Orlando, Florida, ready to make a difference in wealth management. Join our Retirement Benefits Group to address unique retirement needs in education, healthcare, and government sectors.

Enjoy a flexible schedule and comprehensive training with opportunities for professional growth, including FINRA sponsorships and mentorship support. Enhance your career with a commitment to social impact and community engagement.

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