Retirement Planner - Retirement Benefits Group
Equitable Advisors is a leader in the wealth management industry, focusing on positive impact for individuals in key sectors. The Retirement Planner role involves engaging clients, consulting on financial products, and ensuring client satisfaction while maintaining a flexible work-life balance. Responsibilities Cultivate and expand your network within established markets Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services Flexible schedule to maximize productivity and personal time Working outside the office in local schools and municipalities Skills Bachelor's degree or equivalent skills and work experience State Life & Health, SIE, Series 7, Series 66 licensing Values-driven with a track record of success and accomplishment Excellent interpersonal and communication abilities with strong self-confidence Entrepreneurial spirit with a desire to positively impact others' lives Ability to work with and learn from top performers Must be authorized to work in the United States Benefits Comprehensive benefits programs for eligible financial professionals including health, dental and vision 401(k) Employee Stock Purchase Plan (ESPP) Disability Life Insurance Transportation Reimbursement Incentive Program (TRIP) Company Overview We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. It was founded in undefined, and is headquartered in , with a workforce of 5001-10000 employees. Its website is