Retirement Benefits Financial Professional — Growth & Impact

Equitable Advisors

Boston (MA)

On-site

USD 60,000 - 90,000

Full time

2 days ago

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Benefits offered by this job

Health, dental and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability Insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking a Financial Professional for the Retirement Benefits Group in Boston, MA. You will engage clients, educate on products, and implement tailored retirement solutions for professionals in education, healthcare, and government sectors.

The role emphasizes building a network, providing financial guidance, and enabling a flexible work-life balance while pursuing licensing through FINRA sponsorship.

Qualifications

Bachelor's degree or equivalent skills and work experience.
Licensing: State Life & Health, SIE, Series 7, Series 66.
Values-driven with a track record of success and accomplishment.
Excellent interpersonal and communication abilities with strong self-confidence.
Entrepreneurial spirit with a desire to positively impact others' lives.

Responsibilities

Cultivate and expand your network within established markets.
Educate clients on our diverse financial products and services.
Analyze and organize client data; ensure confidentiality; implement products & services.
Maintain a flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Excellent communication

Entrepreneurial mindset

Collaboration

Networking ability

Self-confidence

Education

Bachelor's degree or equivalent

Job description

The role emphasizes building a network, providing financial guidance, and enabling a flexible work-life balance while pursuing licensing through FINRA sponsorship.

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