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
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