Wealth Management Associate — Flexible, Impact-Driven Advisor

Equitable Advisors; Ocala (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP/ChFC prep support

Sign-On payment

Base salary + commissions/bonus

Benefits: health, dental, vision, 401k

Job summary

Equitable Advisors invites you to join a mission-driven wealth management team with a structured path to become a licensed wealth manager through licensing and employment. You will design your own work‑life balance while pursuing meaningful income potential.

The role includes client engagement, educating clients on financial products, handling data securely, and delivering tailored solutions. Expect a flexible schedule and local outreach at schools and municipalities as part of your

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensed in State Life & Health, SIE, Series 7, Series 66.
• Strong interpersonal and communication abilities.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products and services and tailor solutions.
• Analyze and organize client data, maintain confidentiality, and implement suitable products and services.
• Maintain a flexible schedule to maximize productivity and personal time.
• Engage with local schools and municipalities outside the office.

Skills

Licensing (State Life & Health, SIE, 7

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors invites you to join a mission-driven wealth management team with a structured path to become a licensed wealth manager through licensing and employment. You will design your own work‑life balance while pursuing meaningful income potential.

The role includes client engagement, educating clients on financial products, handling data securely, and delivering tailored solutions. Expect a flexible schedule and local outreach at schools and municipalities as part of your