Wealth Advisor: Impactful Client-Focused Licensing Path

Equitable Advisors; Las Vegas (NM); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health, dental and vision

401(k)

ESPP

Disability & Life Insurance

TRIP

Job summary

Equitable Advisors in the United States is seeking motivated individuals to join The Retirement Benefits Group (RBG) to build a wealth-management career through licensing and field experience. You’ll engage clients in schools and municipalities, analyze data, and tailor financial solutions with ongoing mentoring.

Requirements include a Bachelor's degree and FINRA licenses (SIE, Series 7, 66). The role offers a base salary, commissions/bonus, and a robust benefits package including health,

Qualifications

• Bachelor's degree or equivalent required.
• FINRA licensing (SIE, Series 7, Series 66) required or sponsorship provided.
• Strong interpersonal and communication skills with self-confidence.
• Entrepreneurial, client-focused mindset with ability to collaborate.

Responsibilities

• Engage clients and expand networks within established markets.
• Educate clients on financial products and services tailored to individual needs.
• Analyze client data, maintain confidentiality, and implement appropriate solutions.
• Maintain work-life balance with a flexible schedule.
• Work with local schools and municipalities to deliver services.

Skills

Client Engagement

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization: US

Education

Bachelor's degree or equivalent

Tools

FINRA Licensing Program

Job description

Equitable Advisors in the United States is seeking motivated individuals to join The Retirement Benefits Group (RBG) to build a wealth-management career through licensing and field experience. You’ll engage clients in schools and municipalities, analyze data, and tailor financial solutions with ongoing mentoring.

Requirements include a Bachelor's degree and FINRA licenses (SIE, Series 7, 66). The role offers a base salary, commissions/bonus, and a robust benefits package including health,