Wealth Manager in Training: Flexible Path to Impact

equitable; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

Mentorship

Leadership development

Flexible schedule

Professional growth

Job summary

Equitable Advisors is seeking candidates for a role in its Retirement Benefits Group. You will engage clients, educate them on financial products, and implement tailored solutions while building your professional wealth-management career.

The program includes FINRA sponsorship, a 120-day training period, and access to virtual university, mentorship, and leadership development. A focus on CFP and other credentials supports long-term growth.

Qualifications

• Bachelor's degree or equivalent required.
• FINRA licensing required (State Life & Health, SIE, Series 7, Series 66).
• Strong communication and interpersonal abilities with an entrepreneurial mindset.
• Ability to work in the United States and collaborate with top performers.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our financial products and tailor solutions to meet their needs.
• Analyze client data, ensure confidentiality, and implement suitable products and services.
• Maintain a flexible schedule to maximize productivity and personal time.
• Work outside the office in local schools and municipalities.

Skills

Bachelor's degree or equivalent

Licensing State Life & Health

Licensing SIE

Licensing Series 7

Licensing Series 66

Communication skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking candidates for a role in its Retirement Benefits Group. You will engage clients, educate them on financial products, and implement tailored solutions while building your professional wealth-management career.

The program includes FINRA sponsorship, a 120-day training period, and access to virtual university, mentorship, and leadership development. A focus on CFP and other credentials supports long-term growth.