Financial Professional – Retirement Benefits (Flexible Path)

Equitable Advisors; Boca Raton (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits programs

401(k) option

Employee Stock Purchase Plan

Job summary

A leading financial services firm in Boca Raton is seeking a Financial Professional for the Retirement Benefits Group. This role focuses on client engagement and financial consultation, requiring a Bachelor's degree and relevant licensing. The position offers extensive professional development, flexible working conditions, and a chance to impact communities positively. Comprehensive benefits and sign-on payments are included.

Qualifications

• Must be values-driven with a track record of success.
• Excellent interpersonal and communication abilities required.
• Must have a desire to positively impact others' lives.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products.
• Analyze and organize client data while ensuring confidentiality.

Skills

Client Engagement

Products and Services Consultation

Client Service and Implementation

Communication Skills

Collaboration

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA Licensing

State Life & Health License

SIE

Series 7

Series 66

Job description

A leading financial services firm in Boca Raton is seeking a Financial Professional for the Retirement Benefits Group. This role focuses on client engagement and financial consultation, requiring a Bachelor's degree and relevant licensing. The position offers extensive professional development, flexible working conditions, and a chance to impact communities positively. Comprehensive benefits and sign-on payments are included.