Retirement Planning Consultant
3 weeks ago
Equitable Advisors - Retirement Benefits Group Position Overview
Equitable Advisors stands as a prominent entity in the financial services and insurance sector, dedicated to assisting individuals in crafting secure and prosperous futures. We are currently in search of a new Financial Professional for our Retirement Benefits Group (RBG).
Our focus is on professionals associated with educational institutions, healthcare facilities, nonprofit organizations, and local government entities, who can benefit from retirement savings options such as 403(b) tax-sheltered annuities and 457(b) employee-deferred compensation plans. Understanding the unique needs of this demographic, we established the Retirement Benefits Group (RBG).
As an RBG Financial Professional, you will be given a defined market to enhance your prospecting efforts and expedite your career growth. Your main responsibility will be to offer financial products and services, along with educational resources, to those who contribute to our communities, including:
- Educators
- School Administrators
- Municipal Employees
Qualifications for an Equitable Advisors' Financial Professional
Success in this role is not solely determined by prior educational background or professional experience. We have seen individuals from various paths achieve success, including recent graduates, professionals seeking new opportunities, and those already in the financial sector looking for a more comprehensive platform. We value diversity and are committed to fostering an inclusive workplace.
A four-year college degree is preferred but not mandatory.
Candidates must obtain state life and health licenses, as well as pass the SIE, FINRA Series 7, and 66 exams (additional designations are advantageous).
We seek results-driven, motivated self-starters who demonstrate integrity, a strong work ethic, and a genuine desire to assist others in planning and safeguarding their financial futures.
Successful candidates will possess excellent interpersonal skills, strong communication abilities, and a high level of self-confidence.
Utilizing past experiences and connections to develop markets and maintain long-term relationships is essential.
Benefits of Joining Our Team
We offer a competitive compensation package that includes base salary, commissions, and benefits.
Comprehensive training and support tailored to all aspects of building your business will be provided.
We offer sponsorship and coaching to help you obtain the necessary licenses for your role.
Opportunities to specialize in various areas, from Certified Financial Planner roles to partnership positions within our firm, as well as employee and executive benefits.
Collaborative opportunities with senior partners and coaching from top performers are available.
We promote advancement and management opportunities, ensuring a work-life balance and access to advanced remote-work technology solutions.
Equitable Advisors is committed to providing personalized training and support. We will sponsor your pursuit of licensing requirements, and our training curriculum is designed to equip you with the skills and tools necessary for success.
Equitable Advisors, LLC, is an Equal Opportunity Employer M/F/D/V.
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