Wealth Advisor — Retirement Benefits Group

Equitable Advisors; Rhode Island; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Flexible schedule

Mentorship opportunities

Professional growth encouragement

Job summary

A leading wealth management firm is seeking a Financial Professional for the Retirement Benefits Group to engage clients and educate them on financial solutions. This full-time role offers flexibility in work-life balance and a structured development path. Essential qualifications include a Bachelor's degree and FINRA licensing. The position promotes positive community impact through financial education and personal development opportunities.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment required.
• Ability to work with top performers and learn from them.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products tailored to needs.
• Analyze and organize client data for services.

Skills

Excellent interpersonal skills

Strong communication abilities

Entrepreneurial mindset

Values-driven

Education

Bachelor’s degree or equivalent skills

Tools

FINRA Licensing

SIE

Series 7

Series 66

Job description

A leading wealth management firm is seeking a Financial Professional for the Retirement Benefits Group to engage clients and educate them on financial solutions. This full-time role offers flexibility in work-life balance and a structured development path. Essential qualifications include a Bachelor's degree and FINRA licensing. The position promotes positive community impact through financial education and personal development opportunities.