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Retirement Planning Financial Advisor
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 reliability, innovative offerings, and dedication to clients. We are currently in search of a Financial Professional specializing in the Retirement Benefits Group (RBG).
The Retirement Benefits Group (RBG) was created to cater to individuals employed in public education, higher education institutions, healthcare facilities, nonprofit organizations, and local government entities who can take advantage of 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans.
As an RBG Financial Professional, your primary focus will be on delivering financial products and services, alongside educational resources, to professionals in diverse sectors such as 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 certifications (additional designations are advantageous).
- A results-oriented mindset, strong motivation, and a passion for assisting others in planning their financial futures.
- Exceptional interpersonal and communication abilities.
- Capability to cultivate markets and sustain long-term relationships.
Advantages of Joining Equitable Advisors:
- Attractive compensation structure.
- Tailored training and support.
- Coaching and sponsorship for licensing prerequisites.
- Paths 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.
