Wealth Manager in Training — Flexible Licensing Path

Equitable Advisors; Orlando (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

FINRA sponsorship

Mentorship program

Virtual University access

Leadership Development School

CFP/ChFC support

Base salary with commissions

Health, dental & vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

TRIP transportation reimbursement

Sign-on payment

Job summary

Equitable Advisors invites you to join The Retirement Benefits Group to help professionals in education, healthcare, and government secure retirement. You will pursue licensing (FINRA) with structured development and a path to wealth management.

You will receive mentorship and access to training, with a base salary plus commissions, and benefits that support health, retirement and continued professional growth.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Must be authorized to work in the United States.
• Strong interpersonal and communication abilities.

Responsibilities

• Engage with clients and expand networks within established markets.
• Educate clients on financial products and services tailored to their needs.
• Analyze client data, ensure confidentiality, and implement suitable solutions.
• Maintain a flexible schedule to balance work and personal time.
• Work on-site in local schools and municipalities as part of field activities.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Self-confidence

Values-driven

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors invites you to join The Retirement Benefits Group to help professionals in education, healthcare, and government secure retirement. You will pursue licensing (FINRA) with structured development and a path to wealth management.

You will receive mentorship and access to training, with a base salary plus commissions, and benefits that support health, retirement and continued professional growth.