Retirement Benefits Planner & Wealth Advisor (Flexible)

Equitable Advisors; Boston (MA); Hybrid; USD 24,000 - 42,000; Full time

Benefits offered by this job

Sign-On Eligibility $250-$1,000

$24,000 base salary after PEP

Commissions & Bonus

Benefits: health, dental, vision, 401k

ESPP, disability, life insurance, TRIP

Job summary

Equitable Advisors Retirement Benefits Group in Boston, MA seeks a Retirement Planner to serve professionals across education, healthcare and government. You will engage clients, educate on a range of financial products, and implement tailored solutions while balancing a flexible schedule.

The role emphasizes licensing with FINRA sponsorship, a 120-day training period, and a path to becoming a wealth manager. Growth opportunities align with community impact and collaborative mentorship.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Strong communication and interpersonal skills with self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.

Responsibilities

• Engage and expand your network within established markets.
• Educate clients on a range of financial products and services and tailor solutions.
• Analyze and organize client data, ensure confidentiality, prepare and implement products & services.
• Maintain a flexible schedule to balance work and personal time.
• Travel to local schools and municipalities for engagement.

Skills

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors Retirement Benefits Group in Boston, MA seeks a Retirement Planner to serve professionals across education, healthcare and government. You will engage clients, educate on a range of financial products, and implement tailored solutions while balancing a flexible schedule.

The role emphasizes licensing with FINRA sponsorship, a 120-day training period, and a path to becoming a wealth manager. Growth opportunities align with community impact and collaborative mentorship.