Field Retirement Benefits Advisor

Equitable Advisors; Charlotte (NC); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Health, dental and vision

401(k)

ESPP

Disability insurance

Life Insurance

Transportation Reimbursement Program

Job summary

Equitable Advisors seeks a Financial Professional to join the Retirement Benefits Group in Charlotte, NC, offering a structured path to becoming a wealth manager with licensing sponsorship.

You will engage clients, educate them on financial products, and implement tailored solutions while enjoying work-life balance and comprehensive benefits in a role that serves education, healthcare, and government sectors.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing is required.
• 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.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products and services and tailor solutions.
• Analyze and organize client data, maintain confidentiality, and implement appropriate products.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors seeks a Financial Professional to join the Retirement Benefits Group in Charlotte, NC, offering a structured path to becoming a wealth manager with licensing sponsorship.

You will engage clients, educate them on financial products, and implement tailored solutions while enjoying work-life balance and comprehensive benefits in a role that serves education, healthcare, and government sectors.