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Retirement Planning Consultant

2 months ago

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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 Retirement Benefits Group (RBG) Financial Professional.

Our focus is on professionals working within public educational institutions, healthcare facilities, nonprofit organizations, and local government entities, enabling them to prepare for retirement through specialized plans such as the 403(b) tax-sheltered annuity and the 457(b) employee-deferred compensation plans. Understanding the unique advantages of these options, we established the Retirement Benefits Group (RBG).

As an RBG Financial Professional, you will be assigned a specific market to facilitate your prospecting efforts and expedite your career development. Your main responsibility will involve offering financial products and services, alongside educational resources, to those who contribute to our communities, including:

  • Educators
  • School administrators
  • Municipal workers

Qualifications for an Equitable Advisors' Financial Professional

Success in this role is not solely determined by previous educational background or professional experience. We have witnessed achievement from recent graduates, individuals seeking new career paths, and those already established in the financial services realm looking for a more robust platform. We value diversity and are committed to fostering an inclusive workplace.

A four-year college degree is preferred but not mandatory.

Applicants must obtain state life and health licenses, as well as pass the SIE, FINRA Series 7, and 66 examinations (additional certifications are advantageous).

We seek results-oriented, highly driven 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 be team-oriented individuals with exceptional interpersonal and communication skills, coupled with a high degree of self-assurance.

Ability to leverage personal experiences and networks to cultivate markets and maintain enduring relationships is essential.

Advantages of Joining Our Team

We offer a competitive compensation structure that includes base salary, commissions, and comprehensive benefits.

Receive tailored and extensive training and support across all critical areas necessary for business development.

We provide sponsorship and coaching to help you achieve the required licensing for employment.

Opportunities to specialize in various fields, ranging from Certified Financial Planning to partnership roles within a firm, as well as employee and executive benefits.

Collaborate with senior partners and receive mentorship from top industry performers.

Explore advancement and management pathways.

Enjoy a balanced work-life environment and access to a full suite of remote work technology solutions.

Equitable Advisors is committed to your success, offering personalized training and support. We will sponsor your pursuit of licensing requirements, and our training program is designed to equip you with the skills and tools necessary for success.

Equitable Advisors, LLC, member FINRA, SIPC, and affiliate, Equitable Network, LLC, are Equal Opportunity Employers M/F/D/V.