Wealth Manager (Retirement Benefits) – Licensing Support

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

Benefits offered by this job

Health, dental & vision insurance

401(k) with company match

Employee Stock Purchase Plan (ESPP)

Disability & life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors invites you to join the Retirement Benefits Group as a Wealth Management Associate in FL. You will engage with clients, educate them on tailored financial products, and implement solutions while maintaining a balance between work and personal time.

Training includes FINRA sponsorship, a 120-day onboarding, and access to virtual university. A career path toward CFP/ChFC designations and mentorship supports your growth.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Must be authorized to work in the United States.
• FINRA licensing sponsorship provided during training.

Responsibilities

• Engage clients and expand your network within established markets.
• Educate clients on financial products and tailor solutions to needs.
• Analyze client data, ensure confidentiality, and implement services.
• Maintain a flexible schedule to balance work and personal time.

Skills

Communication skills

Interpersonal skills

Self-confidence

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent work experience

Job description

Equitable Advisors invites you to join the Retirement Benefits Group as a Wealth Management Associate in FL. You will engage with clients, educate them on tailored financial products, and implement solutions while maintaining a balance between work and personal time.

Training includes FINRA sponsorship, a 120-day onboarding, and access to virtual university. A career path toward CFP/ChFC designations and mentorship supports your growth.