Retirement Benefits Financial Pro | Flexible Schedule

Equitable Advisors; Westlake (OH); Hybrid; USD 22,000 - 26,000; Part time

Benefits offered by this job

Health insurance

401(k)

Employee Stock Purchase Plan

Disability and life insurance

Transportation Reimbursement Incentive Program

Job summary

A leading financial services firm is looking for a Financial Professional to join their Retirement Benefits Group. This part-time, entry-level position involves cultivating client relationships and consulting on financial products. Candidates are expected to hold a Bachelor’s degree or equivalent, be licensed, and have excellent interpersonal skills. The role offers a flexible schedule and opportunities for training and mentorship. Join us in making a positive impact in Ohio and surrounding areas, while benefiting from competitive compensation.

Qualifications

• Must have authorization to work in the United States.
• Track record of success and accomplishment.
• Flexible work schedule.

Responsibilities

• Cultivate and expand network within established markets.
• Educate clients on financial products and tailor solutions to meet needs.
• Analyze client data and organize products/services.

Skills

Excellent interpersonal and communication skills

Values-driven

Entrepreneurial mindset

Ability to work collaboratively

Education

Bachelor's degree or equivalent experience

Tools

FINRA licensing

SIE

Series 7

Series 66

Job description

A leading financial services firm is looking for a Financial Professional to join their Retirement Benefits Group. This part-time, entry-level position involves cultivating client relationships and consulting on financial products. Candidates are expected to hold a Bachelor’s degree or equivalent, be licensed, and have excellent interpersonal skills. The role offers a flexible schedule and opportunities for training and mentorship. Join us in making a positive impact in Ohio and surrounding areas, while benefiting from competitive compensation.