Wealth Manager in Training — Flexible Licensing Path

equitable; Orlando (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

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 on financial products, and implement tailored solutions while balancing personal time through a flexible field-based role.

The program includes FINRA licensing sponsorship, hands-on training, mentorship, and opportunities to pursue CFP/ChFC designations as you grow in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal attributes: values-driven with a track record of success and accomplishment
• Communication skills: excellent interpersonal and communication abilities with strong self-confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: ability to work with and learn from top performers
• Work authorization: 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, demonstrating how these solutions can be tailored to meet their unique needs
• Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Flexible schedule to maximize productivity and personal time
• Location: working outside the office in local schools and municipalities

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Values-driven

Education

Bachelor's degree or equivalent

Tools

State Life & Health License

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 on financial products, and implement tailored solutions while balancing personal time through a flexible field-based role.

The program includes FINRA licensing sponsorship, hands-on training, mentorship, and opportunities to pursue CFP/ChFC designations as you grow in wealth management.