Wealth Advisor in Training | Flexible Hours + FINRA Support

equitable; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental and vision

401(k) & ESPP

Disability & TRIP

Job summary

Equitable Advisors invites you to join The Retirement Benefits Group, shaping retirement solutions for educators, healthcare, and government professionals. You will engage clients, present financial products, and implement tailored services while embracing flexible work-life balance.

The program includes FINRA sponsorship, hands-on training, and mentorship, with opportunities for professional growth and CFP/ChFC designations within a supportive, community-driven culture.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• State Life & Health, SIE, Series 7, Series 66 licensing required or pursued.
• Entrepreneurial mindset with a track record of success and community impact.

Responsibilities

• Engage with clients and expand network in established markets.
• Educate clients on a range of financial products and services and tailor solutions.

Skills

Client Engagement

Communication Skills

Mindset

Collaboration

Work Authorization

FINRA Licensing

Education

Bachelor's degree or equivalent

Tools

FINRA licensing process

Virtual University

Job description

Equitable Advisors invites you to join The Retirement Benefits Group, shaping retirement solutions for educators, healthcare, and government professionals. You will engage clients, present financial products, and implement tailored services while embracing flexible work-life balance.

The program includes FINRA sponsorship, hands-on training, and mentorship, with opportunities for professional growth and CFP/ChFC designations within a supportive, community-driven culture.