Wealth Management Associate: Flexible Path to Growth

Equitable Advisors; Tallahassee (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

ESPP

Disability insurance

Life insurance

TRIP

Job summary

Equitable Advisors is recruiting for a role through The Retirement Benefits Group (RBG), offering a structured path to becoming a wealth manager with licensing and employment support. You’ll design client-focused retirement solutions and build networks in schools and municipalities, benefitting from mentorship and FINRA sponsorship.

Compensation includes base salary with commissions/bonuses, plus comprehensive benefits; a flexible, growth-oriented environment supports long-term career

Qualifications

• Bachelor's degree or equivalent work experience.
• Authorized to work in the United States.
• Licenses: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with a client-focused approach.

Responsibilities

• Engage clients and expand your network within established markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze and organize client data, ensure confidentiality, implement products.
• Collaborate with top performers and leverage mentorship opportunities.
• Participate in licensing training and ongoing professional development.

Skills

Networking

Communication

Entrepreneurial mindset

Relationship building

Sales aptitude

Team collaboration

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

Job description

Equitable Advisors is recruiting for a role through The Retirement Benefits Group (RBG), offering a structured path to becoming a wealth manager with licensing and employment support. You’ll design client-focused retirement solutions and build networks in schools and municipalities, benefitting from mentorship and FINRA sponsorship.

Compensation includes base salary with commissions/bonuses, plus comprehensive benefits; a flexible, growth-oriented environment supports long-term career