Retirement Benefits Financial Advisor - Flexible Schedule

Equitable Advisors; Stamford (CT); On-site; USD 24,000 - 45,000; Full time

Benefits offered by this job

Health insurance

401(k)

ESPP

Disability insurance

Transportation Reimbursement Program

Job summary

Equitable Advisors is recruiting Financial Professionals for the Retirement Benefits Group in Stamford, CT. The role focuses on engaging clients, understanding retirement needs, and guiding them through our financial solutions with a client-centered approach.

You will benefit from a structured training path, FINRA sponsorship for licenses, and a mentorship program, with opportunities to pursue professional designations and a clear path to advancement.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with self-confidence.

Responsibilities

• Cultivate and expand your network within established markets
• Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
• Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Flexible schedule to maximize productivity and personal time
• Working outside the office in local schools and municipalities

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is recruiting Financial Professionals for the Retirement Benefits Group in Stamford, CT. The role focuses on engaging clients, understanding retirement needs, and guiding them through our financial solutions with a client-centered approach.

You will benefit from a structured training path, FINRA sponsorship for licenses, and a mentorship program, with opportunities to pursue professional designations and a clear path to advancement.