Retirement Benefits Advisor | Flexible Schedule & Growth

Equitable Advisors; Town of Florida (NY); On-site; USD 24,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability & Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors is seeking a motivated professional to join The Retirement Benefits Group in the field, engaging with clients in schools and municipalities. You will educate, advise, and tailor financial solutions while building lasting relationships and delivering excellent service.

The role emphasizes licensing, training, and a path to wealth management. The program includes FINRA sponsorship, a 120-day hands-on training, mentorship, and professional growth opportunities, plus base salary

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success.
• 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.
• Work authorization to work in the United States.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our financial products and services, tailoring to their needs.
• Client Service and Implementation: Analyze client data, ensure confidentiality, implement appropriate products & services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Entrepreneurial mindset

Relationship building

Self-confidence

Collaboration

Work ethic

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a motivated professional to join The Retirement Benefits Group in the field, engaging with clients in schools and municipalities. You will educate, advise, and tailor financial solutions while building lasting relationships and delivering excellent service.

The role emphasizes licensing, training, and a path to wealth management. The program includes FINRA sponsorship, a 120-day hands-on training, mentorship, and professional growth opportunities, plus base salary