Wealth Management Associate - Flexible Path to Licensing

Equitable Advisors; North Carolina; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking motivated professionals to join The Retirement Benefits Group, guiding clients in retirement needs across education, healthcare, and government sectors. The program includes licensing sponsorship, a 120‑day hands-on training, and access to a virtual university, with mentorship and leadership development opportunities.

Earn a base salary with commissions and bonuses, and benefit from comprehensive health, dental, vision, a 401(k), ESPP, disability, life insurance,

Qualifications

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

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our financial products and services and tailor them to needs.
• Client Service and Implementation: Analyze client data, maintain confidentiality, prepare and implement products and services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.
• Location: Work outside the office in local schools and municipalities.

Skills

Networking

Interpersonal skills

Self-confidence

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking motivated professionals to join The Retirement Benefits Group, guiding clients in retirement needs across education, healthcare, and government sectors. The program includes licensing sponsorship, a 120‑day hands-on training, and access to a virtual university, with mentorship and leadership development opportunities.

Earn a base salary with commissions and bonuses, and benefit from comprehensive health, dental, vision, a 401(k), ESPP, disability, life insurance,