Retirement Planning Specialist

2 days ago


Port Saint Lucie, Florida, United States Equitable Advisors Full time
Join Our Team as a Retirement Planning Associate

At Equitable Advisors, we're committed to helping individuals build fulfilling futures. Our Retirement Benefits Group (RBG) is seeking a highly motivated and results-driven Retirement Planning Associate to join our team.

About the Role

We're looking for a talented individual to provide financial products and services to public school employees, college and university staff, hospital workers, non-profit organization employees, and municipal government employees. As a Retirement Planning Associate, you'll have the opportunity to work with a defined market, prospect, and accelerate your career growth.

Key Responsibilities

  • Provide financial education and guidance to clients
  • Develop and maintain relationships with clients and partners
  • Stay up-to-date with industry developments and best practices
  • Meet sales targets and contribute to team goals

What We Offer

We provide a comprehensive training program, sponsorship for licensing requirements, and a competitive compensation package. Our team is dedicated to helping you succeed and grow in your career.

Requirements

  • Four-year college degree (preferred but not required)
  • State life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
  • Results-driven, highly motivated, and self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures

Benefits

  • Competitive compensation package
  • Personalized training and support
  • Sponsorship for licensing requirements
  • Advancement and management opportunities
  • A work-life balance and access to remote-work technology solutions

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V.



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