Wealth Management Associate: Flexible Path to CFP Licensing

Equitable Advisors; Richmond, Northern (VA, KY); Hybrid; USD 24,000 - 40,000; Full time

Benefits offered by this job

Sign-on bonus

Base salary after PEP

Commissions & bonus

Benefits package

Job summary

Equitable Advisors in the United States is seeking motivated professionals to join the Retirement Benefits Group (RBG) to help education, healthcare, and government professionals secure retirement security.

The program provides a structured path to becoming a wealth manager through licensing and hands-on employment, with the flexibility to design your own work-life balance and unlimited income potential.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products and services, demonstrating tailored solutions.

Skills

Entrepreneurial mindset

Communication skills

Self-confidence

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in the United States is seeking motivated professionals to join the Retirement Benefits Group (RBG) to help education, healthcare, and government professionals secure retirement security.

The program provides a structured path to becoming a wealth manager through licensing and hands-on employment, with the flexibility to design your own work-life balance and unlimited income potential.