Wealth Advisor in Training — Flexible, Impactful Path

equitable; Boca Raton (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors is seeking individuals to join The Retirement Benefits Group, helping professionals in education, healthcare, and government secure retirement security. You will build relationships, educate clients on financial products, and deliver tailored wealth-management solutions in a flexible, growth-focused environment.

With FINRA sponsorship and a 120-day hands-on training period, you will advance through Virtual University, mentorship, and leadership development as you pursue CFP®,

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong 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

• Engage with clients and grow your network within established markets.
• Educate clients on our diverse financial products and services and tailor solutions.
• Analyze and organize client data, maintain confidentiality, and implement products & services.

Skills

Communication skills

Mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

State Life & Health, SIE, Series 7, Series 66 licensing

Job description

Equitable Advisors is seeking individuals to join The Retirement Benefits Group, helping professionals in education, healthcare, and government secure retirement security. You will build relationships, educate clients on financial products, and deliver tailored wealth-management solutions in a flexible, growth-focused environment.

With FINRA sponsorship and a 120-day hands-on training period, you will advance through Virtual University, mentorship, and leadership development as you pursue CFP®,