Wealth Manager: Flexible Path to CFP & Impact

Equitable Advisors; Peoria (IL); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k)

ESPP

Disability insurance

Life Insurance

TRIP

Job summary

Equitable Advisors is seeking motivated professionals to join its Retirement Benefits Group and build a meaningful career in wealth management. The role features licensing support, a structured training path, and a path to becoming a licensed wealth manager while serving education, healthcare, and government sectors in local communities.

You will engage clients, explain financial products, and implement tailored solutions, with a flexible schedule and meaningful community impact.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• 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 financial products and services tailored to their needs.
• Analyze client data, ensure confidentiality, and implement appropriate solutions.
• Maintain flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Self-motivation

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking motivated professionals to join its Retirement Benefits Group and build a meaningful career in wealth management. The role features licensing support, a structured training path, and a path to becoming a licensed wealth manager while serving education, healthcare, and government sectors in local communities.

You will engage clients, explain financial products, and implement tailored solutions, with a flexible schedule and meaningful community impact.