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Retirement Planning Financial Consultant
2 months ago
Position Overview:
Equitable Advisors, a leading entity in the financial services and insurance sector, is committed to empowering individuals to build secure and prosperous futures through our stability, innovative offerings, and dedication to clients. We are currently in search of a Financial Consultant specializing in the Retirement Benefits Group (RBG).
The Retirement Benefits Group (RBG) was created to assist individuals employed in public education, higher education institutions, healthcare facilities, nonprofit organizations, and local government agencies who can take advantage of 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans.
As an RBG Financial Consultant, your primary focus will be on delivering financial products and services, along with educational resources, to professionals in various sectors, including educators, school leaders, and municipal staff.
Qualifications:
- A bachelor's degree is preferred but not mandatory.
- Possession of state life and health licenses, SIE, FINRA Series 7 and 66 exams (additional certifications are advantageous).
- A results-oriented mindset, strong motivation, and a commitment to assisting others in planning their financial futures.
- Exceptional interpersonal and communication abilities.
- Capability to cultivate markets and sustain long-term client relationships.
Advantages of Employment:
- Attractive compensation structure.
- Customized training and ongoing support.
- Guidance and sponsorship for licensing prerequisites.
- Opportunities for specialization and career progression.
- Work-life balance and access to remote work technology solutions.
Equitable Advisors offers a thorough training program designed to equip you with the necessary skills and tools for success. We are Equal Opportunity Employers dedicated to nurturing diverse talent and promoting an inclusive workplace.
