Impactful Retirement Planner & Wealth Advisor | Flexible

equitable; Boston (MA); Remote; USD 24,000 - 36,000; Full time

Benefits offered by this job

Health, dental & vision

401(k)

ESPP

Disability insurance

Life insurance

TRIP

Transportation reimbursement

Job summary

Equitable Advisors is seeking individuals to join The Retirement Benefits Group, offering a path to becoming a wealth manager through licensing and structured development.

You will engage clients in local schools and municipalities, consult on financial products, and handle client data with confidentiality in a flexible work setting while pursuing professional designations and a long-term career with significant income potential.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Ability to work in the United States.

Responsibilities

• Engage clients and expand networks in established markets.
• Educate clients on financial products and services.
• Analyze and organize client data while ensuring confidentiality.

Skills

Communication

Self-confidence

Entrepreneurial spirit

Collaboration

Interpersonal skills

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

Series 7

Series 66

SIE

Job description

Equitable Advisors is seeking individuals to join The Retirement Benefits Group, offering a path to becoming a wealth manager through licensing and structured development.

You will engage clients in local schools and municipalities, consult on financial products, and handle client data with confidentiality in a flexible work setting while pursuing professional designations and a long-term career with significant income potential.