Retirement Benefits Specialist: Path to Wealth Manager

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

Benefits offered by this job

Health insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Dental and Vision

Disability Insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is hiring for a Financial Professional with the Retirement Benefits Group to serve educators, healthcare, and government professionals in the MA-Boston area. You will engage clients, educate them on tailored financial solutions, and implement plans while balancing a flexible field schedule.

The role includes FINRA sponsorship, a comprehensive 120-day training period, and ongoing mentorship. Strong licensing and education requirements apply; US work authorization is required.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services and tailor solutions.
• Analyze and organize client data, ensure confidentiality, and implement appropriate products & services.
• Maintain work-life balance with a flexible schedule.
• Work outside the office in local schools and municipalities.

Skills

Client Engagement

Communication

Entrepreneurial mindset

Collaboration

Work Authorization

Networking

Sales strategies

Education

Bachelor's degree

Tools

SIE

Series 7

Series 66

State Life & Health

Job description

Equitable Advisors is hiring for a Financial Professional with the Retirement Benefits Group to serve educators, healthcare, and government professionals in the MA-Boston area. You will engage clients, educate them on tailored financial solutions, and implement plans while balancing a flexible field schedule.

The role includes FINRA sponsorship, a comprehensive 120-day training period, and ongoing mentorship. Strong licensing and education requirements apply; US work authorization is required.