✦ Luna Orbit — Sales & Business Development

Untitled Position

at Company

Onsite Posted March 30, 2026
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Position Details

Type Full-Time
Experience entry
Exp. Years 1 year preferred
Education Bachelor's degree or equivalent skills and work experience
Category Sales & Business Development

About this role

Wealth Management Associate in the Retirement Benefits Group focuses on client engagement and education, guiding professionals through licensing and development toward becoming a wealth manager. The role combines sales-driven activities with licensing training and career development.

Key Responsibilities

  • Cultivate and expand network within markets
  • Educate clients on financial products and services
  • Analyze and organize client data; implement appropriate products & services
  • Leverage FINRA licensing training and development programs
  • Collaborate with leadership development for career progression

Technical Overview

Non-technical role centered on licensing, FINRA compliance, and financial product education; supported by Equitable's training resources like Virtual University and mentorship.

Ideal Candidate

The ideal candidate is an early-career wealth management professional with licensing readiness (SIE, Series 7, Series 66, State Life & Health) and strong client-engagement skills, eager to grow through Equitable Advisors' training and leadership programs.

Must-Have Skills

Bachelor's degree or equivalent skills and work experienceState Life & Health licenseSIESeries 7Series 66

Nice-to-Have Skills

CFPChFCCredentialed Holistic Financial Coach program

Hard Skills

State Life & Health licensingSIESeries 7Series 66FINRA licensingLicensing processCommunication skillsInterpersonal skillsTeam collaborationCustomer service

Soft Skills

values-driveninterpersonalcommunicationself-confidenceentrepreneurial spiritcollaborationmentorship receptivity

Certifications

Required

State Life & Health licensingSIESeries 7Series 66

Preferred

CFPChFC

Industry & Role

Industry Financial Services
Job Function Support retirement planning clients and build licensing-driven path toward a wealth management career
Role Subtype Account Executive

Clearance & Visa

Visa Sponsorship Yes

Keywords for Your Resume

wealth management associateretirement benefits groupsieseries 7series 66state life & healthlicensingfinra sponsorshiptrainingvirtual universitymentorshipleadership developmentcustomer engagementfinancial productsfield-basededucationcommunicationinterpersonal skillsfinancial servicesequitable advisorsFINRA sponsorshipwealth managementretirement benefits

Deal Breakers

Not authorized to work in the United States, Lack of required licenses (SIE, Series 7, Series 66, State Life & Health)

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