Wealth Advisor Trainee — FINRA Sponsorship

equitable; Orlando (FL); On-site; USD 40,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

401(k)

ESPP

Disability Insurance

Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors is a leader in wealth management and invites you to join The Retirement Benefits Group to serve educators, healthcare professionals and government employees with retirement security.

We offer FINRA sponsorship, a comprehensive 120‑day hands‑on training, Virtual University access, mentorship, and guidance toward professional designations, plus a flexible work‑life balance as you build your practice.

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses.
• 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 collaborate with top performers.
• Work Authorization: United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and tailor solutions.
• Analyze and organize client data, ensure confidentiality, implement services.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is a leader in wealth management and invites you to join The Retirement Benefits Group to serve educators, healthcare professionals and government employees with retirement security.

We offer FINRA sponsorship, a comprehensive 120‑day hands‑on training, Virtual University access, mentorship, and guidance toward professional designations, plus a flexible work‑life balance as you build your practice.