Wealth Advisor for Education & Government

Equitable Advisors; Port Saint Lucie (FL); On-site; USD 24,000 - 42,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability; life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Port Saint Lucie, FL invites you to join the Retirement Benefits Group, a field-based role delivering retirement planning to professionals in education, healthcare, and government. You will build a local network, advise on products, and support clients in schools and municipalities with confidentiality and care.

Training includes FINRA sponsorship, PEP, virtual university, mentorship, and pathways to CFP, ChFC, and credentials, with a base salary after training and

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong interpersonal and communication abilities.
• Entrepreneurial mindset with a drive to help others.
• Willingness to work in schools and municipalities.

Responsibilities

• Engage with clients to build and expand networks in local markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze client data, ensure confidentiality, and implement tailored offerings.
• Maintain a flexible schedule and balance work and personal time.
• Collaborate with top performers and mentors within RBG.

Skills

Client engagement

Networking

Communication skills

Sales orientation

Entrepreneurial mindset

Team collaboration

Work authorization in US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Port Saint Lucie, FL invites you to join the Retirement Benefits Group, a field-based role delivering retirement planning to professionals in education, healthcare, and government. You will build a local network, advise on products, and support clients in schools and municipalities with confidentiality and care.

Training includes FINRA sponsorship, PEP, virtual university, mentorship, and pathways to CFP, ChFC, and credentials, with a base salary after training and