Retirement Benefits Financial Advisor

Equitable Advisors; Boca Raton (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, Vision

401(k) + ESPP

Disability insurance

Life insurance

TRIP transportation

Job summary

Equitable Advisors is seeking a Financial Professional for the Retirement Benefits Group in Boca Raton, FL. The role focuses on engaging clients, educating them on financial products, and delivering tailored retirement solutions in local schools and municipalities.

Candidates should have a Bachelor's degree or equivalent experience, hold Life & Health licenses, SIE, Series 7 and Series 66, and possess an entrepreneurial, values-driven mindset.

Qualifications

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

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products and services tailored to their needs.
• Analyze and organize client data, ensure confidentiality, and implement appropriate products.

Skills

Communication skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Networking

Work authorization (US)

Education

Bachelor's degree or equivalent

Tools

FINRA licensing tracked

Job description

Equitable Advisors is seeking a Financial Professional for the Retirement Benefits Group in Boca Raton, FL. The role focuses on engaging clients, educating them on financial products, and delivering tailored retirement solutions in local schools and municipalities.

Candidates should have a Bachelor's degree or equivalent experience, hold Life & Health licenses, SIE, Series 7 and Series 66, and possess an entrepreneurial, values-driven mindset.