Wealth Management Associate: Flexible Path to Licensing

Equitable Advisors; Miami (FL); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability and life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking individuals to join The Retirement Benefits Group, focusing on retirement needs for professionals in education, healthcare, and government. You will engage clients, educate them on financial solutions, and implement tailored wealth strategies with support from a structured development path.

The role offers licensing sponsorship, comprehensive training, and a pathway to becoming a wealth manager through internal programs and mentorship, with emphasis on community

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• FINRA 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.
• Entrepreneurial spirit 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 diverse financial products and services, tailoring solutions to client needs.
• Analyze and organize client data, ensure confidentiality, 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

communication skills

entrepreneurial mindset

collaboration

work authorization

Education

Bachelor's degree or equivalent skills and work experience

FINRA licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking individuals to join The Retirement Benefits Group, focusing on retirement needs for professionals in education, healthcare, and government. You will engage clients, educate them on financial solutions, and implement tailored wealth strategies with support from a structured development path.

The role offers licensing sponsorship, comprehensive training, and a pathway to becoming a wealth manager through internal programs and mentorship, with emphasis on community