Wealth Advisor in Training — Flexible Path to CFP

equitable; Deerfield (IL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Sign-on bonus

Post-PEP salary

Commissions & bonus

Benefits package

Job summary

Equitable Advisors, a leader in wealth management, invites you to join the Retirement Benefits Group to build a meaningful career while serving professionals in education, healthcare, and government. You will receive FINRA sponsorship, a comprehensive 120-day training, and a path to becoming a licensed wealth professional with mentorship and ongoing development.

Enjoy flexible scheduling and the opportunity to design a personal career journey, with structured onboarding, a base salary after

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.

Responsibilities

• Engage clients and expand your network within established markets.
• Educate clients on financial products and services tailored to their needs.
• Analyze and organize client data, ensure confidentiality, and implement appropriate solutions.
• Maintain work-life balance with flexible scheduling.

Skills

Networking

Communication

Entrepreneurial mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors, a leader in wealth management, invites you to join the Retirement Benefits Group to build a meaningful career while serving professionals in education, healthcare, and government. You will receive FINRA sponsorship, a comprehensive 120-day training, and a path to becoming a licensed wealth professional with mentorship and ongoing development.

Enjoy flexible scheduling and the opportunity to design a personal career journey, with structured onboarding, a base salary after