Wealth Planner & Client Growth Advisor

Equitable Advisors; Dayton (OH); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) Plan

Employee stock purchase plan

Job summary

Equitable Advisors in Dayton, OH seeks a proactive financial professional to build client relationships, develop personalized financial strategies, and advise on products and services.

You'll complete FINRA licensing via sponsored training, participate in a 120‑day hands‑on program, and access virtual university and mentorship to advance toward CFP® and other credentials. In‑office role with strong earning potential.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Work authorization: US.
• Strong communication and interpersonal abilities.

Responsibilities

• Client engagement: build and nurture client relationships and manage portfolios.
• Financial strategy development: devise personalized strategies based on goals and risk tolerance.
• Product and service consultation: discuss suitable financial products and services.

Skills

Bachelor's degree

Licensing: Life & Health, SIE, Series

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Dayton, OH seeks a proactive financial professional to build client relationships, develop personalized financial strategies, and advise on products and services.

You'll complete FINRA licensing via sponsored training, participate in a 120‑day hands‑on program, and access virtual university and mentorship to advance toward CFP® and other credentials. In‑office role with strong earning potential.