Wealth Advisor - Retirement Benefits Group

Equitable Advisors; Detroit (MI); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University

Mentorship

Personalized Coaching

Leadership Development School

Professional growth opportunities

Sign-On Payment

Base salary with commissions and bonus

Benefits: health, dental, vision, 401k

Job summary

Equitable Advisors invites you to join the Retirement Benefits Group to grow as a wealth manager through licensing and employment opportunities. You will be engaged in client outreach and education across education, healthcare, and government sectors with a structured professional development path.

Our program includes FINRA sponsorship, mentorship, and a pathway to CFP®, ChFC, and other credentials while offering a base salary plus commissions and bonuses.

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 spirit with a desire to positively impact others' lives.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our diverse financial products and services.
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.
• Location: Working outside the office in local schools and municipalities.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

Job description

Equitable Advisors invites you to join the Retirement Benefits Group to grow as a wealth manager through licensing and employment opportunities. You will be engaged in client outreach and education across education, healthcare, and government sectors with a structured professional development path.

Our program includes FINRA sponsorship, mentorship, and a pathway to CFP®, ChFC, and other credentials while offering a base salary plus commissions and bonuses.