Retirement Benefits Advisor — Flexible Path to Wealth

Equitable Advisors; Irvine, Northern (CA, KY); Hybrid; USD 24,000 - 42,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University access

Mentorship

Leadership Development

Job summary

Equitable Advisors is seeking a Financial Professional for the Retirement Benefits Group in CA, Irvine. The role focuses on engaging clients, presenting financial products, and delivering tailored solutions while working across schools and municipalities.

The program includes FINRA sponsorship, comprehensive PEP training, and access toVirtual University and mentorship. A clear career path leads to CFP/ChFC designations with strong income potential.

Qualifications

• > Education: Bachelor's degree or equivalent work experience
• > Licensing: State Life, SIE, Series 7, Series 66
• > Personal attributes: values-driven with a track record of success
• > Communication: excellent interpersonal and communication abilities with confidence
• > Mindset: entrepreneurial with a desire to help others
• > Collaboration: ability to work with top performers
• > Work Authorization: must be authorized to work in the United States

Responsibilities

• Cultivate and expand your network within established markets
• Educate clients on diverse financial products and services and tailor solutions
• Analyze and organize client data, ensure confidentiality, prepare and implement products & services
• Offer a flexible schedule to maximize productivity and personal time
• Work outside the office in local schools and municipalities

Skills

Bachelor's degree

State Life License

SIE

Series 7

Series 66

Interpersonal skills

Self-confidence

Entrepreneurial spirit

Team collaboration

Work authorization (US)

Education

Bachelor's degree

Job description

Equitable Advisors is seeking a Financial Professional for the Retirement Benefits Group in CA, Irvine. The role focuses on engaging clients, presenting financial products, and delivering tailored solutions while working across schools and municipalities.

The program includes FINRA sponsorship, comprehensive PEP training, and access toVirtual University and mentorship. A clear career path leads to CFP/ChFC designations with strong income potential.