Wealth Management Associate: Flexible Licensing Path

equitable; Greenville (SC); Hybrid; USD 55,000 - 95,000; Full time

Benefits offered by this job

FINRA sponsorship

120-day training program

Virtual University access

Mentorship by VP

Leadership Development School

Professional growth (CFP/ChFC options)

Comprehensive benefits (health, dental

Vision, 401(k), ESPP, disability

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking individuals to join The Retirement Benefits Group, offering a pathway to wealth management with licensing sponsorship and a clear development track. You will engage clients, educate them on financial products, and provide tailored solutions while working across communities in local schools and municipalities.

A structured 120-day training and virtual university support your growth.

Qualifications

• Bachelor's degree or equivalent work experience
• State Life & Health, SIE, Series 7, Series 66 licensing
• Values-driven with a track record of success
• Excellent interpersonal and communication abilities
• Entrepreneurial mindset with a desire to positively impact others' lives
• Ability to collaborate with top performers
• Must be authorized to work in the United States

Responsibilities

• Cultivate and expand your network within established markets
• Educate clients on our financial products and services and tailor solutions
• Analyze and organize client data and implement appropriate products and services
• Maintain a flexible schedule to maximize productivity and personal time
• Work outside the office in local schools and municipalities

Skills

Client engagement

Communication skills

Collaboration

Entrepreneurial mindset

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

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

Job description

Equitable Advisors is seeking individuals to join The Retirement Benefits Group, offering a pathway to wealth management with licensing sponsorship and a clear development track. You will engage clients, educate them on financial products, and provide tailored solutions while working across communities in local schools and municipalities.

A structured 120-day training and virtual university support your growth.