Wealth Manager in Training - Flexible Path to Impact

equitable; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental & vision insurance

401(k) plan

Employee Stock Purchase Plan

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors invites you to join the Retirement Benefits Group to help educators, healthcare and government professionals secure retirement outcomes. We offer a structured path to becoming a wealth manager with licensing support and a flexible, field-based role visiting local schools and municipalities.

You will build a client network, educate on financial solutions, and coordinate service delivery while pursuing designations such as CFP or ChFC.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• 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, tailoring solutions to client needs.
• Analyze and organize client data, ensure confidentiality, prepare and implement products and services.
• Flexible schedule to maximize productivity and personal time.
• Work outside the office in local schools and municipalities.

Skills

Communication skills

Mindset: entrepreneurial

Collaboration

Work Authorization

Client Engagement

Education

Bachelor's degree or equivalent

Tools

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors invites you to join the Retirement Benefits Group to help educators, healthcare and government professionals secure retirement outcomes. We offer a structured path to becoming a wealth manager with licensing support and a flexible, field-based role visiting local schools and municipalities.

You will build a client network, educate on financial solutions, and coordinate service delivery while pursuing designations such as CFP or ChFC.