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Wealth Planner & Client Advisor

Job in Dayton, Montgomery County, Ohio, 45444, USA
Listing for: Equitable Advisors
Full Time position
Listed on 2026-08-24
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 25000 - 30000 USD Yearly USD 25000.00 30000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planner & Client Growth Advisor

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.

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