Wealth Manager: Training, Licensing & Growth Path

Equitable Advisors; Jacksonville (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) Plan

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is recruiting for a wealth management role in the United States. The position focuses on building client relationships, developing tailored financial strategies, and advising on a range of financial products and services.

In-office presence is required, with a flexible approach to work‑life balance. Candidates should hold a Bachelor's degree and relevant licenses (State Life & Health, SIE, Series 7, Series 66) and demonstrate an entrepreneurial mindset, strong communication,

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Values-driven with a track record of success and accomplishment.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Maintain consistent communication and progress tracking with clients.

Skills

Client engagement

Financial strategy development

Product consultation

Communication skills

Collaboration

Work authorization

Education

Bachelor's degree

Licensing: State Life & Health

SIE

Series 7

Series 66

Job description

Equitable Advisors is recruiting for a wealth management role in the United States. The position focuses on building client relationships, developing tailored financial strategies, and advising on a range of financial products and services.

In-office presence is required, with a flexible approach to work‑life balance. Candidates should hold a Bachelor's degree and relevant licenses (State Life & Health, SIE, Series 7, Series 66) and demonstrate an entrepreneurial mindset, strong communication,