Wealth Advisor – Retirement Benefits Group (Jacksonville)

Equitable Advisors; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

Professional growth support

Job summary

Equitable Advisors in Jacksonville, FL seeks a Financial Professional for its Retirement Benefits Group. You will engage clients, educate them on products, and implement tailored financial solutions within communities such as schools and municipalities.

The role includes licensing sponsorship (FINRA), hands-on training, mentorship, and a path to wealth management. A bachelor's degree and US work authorization are required, with a strong entrepreneurial mindset and collaboration with top

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7, and Series 66 licensing.
• Excellent communication and interpersonal abilities with self-confidence.
• Entrepreneurial mindset with a track record of success.
• Willingness to work with top performers and collaborate.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and tailor solutions.
• Analyze client data, ensure confidentiality, and implement suitable products.
• Maintain a flexible schedule to balance work and personal time.
• Work in local schools and municipalities, outside the office.

Skills

Communication skills

Interpersonal skills

Self-confidence

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Tools

FINRA licensing

Job description

Equitable Advisors in Jacksonville, FL seeks a Financial Professional for its Retirement Benefits Group. You will engage clients, educate them on products, and implement tailored financial solutions within communities such as schools and municipalities.

The role includes licensing sponsorship (FINRA), hands-on training, mentorship, and a path to wealth management. A bachelor's degree and US work authorization are required, with a strong entrepreneurial mindset and collaboration with top