Retirement Planner – Retirement Benefits Group

Equitable Advisors; Grand Rapids (MI); Hybrid; USD 28,200 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Training and mentorship opportunities

Flexible work-life balance

Sign-On Payment based on licensing completion

Job summary

A leading wealth management firm is seeking an Entry-level Retirement Planner for its Retirement Benefits Group. This role involves client engagement, financial product consultation, and a commitment to making a positive impact in the community. With a flexible schedule and a structured training path including comprehensive mentoring, you can tailor your career while earning a competitive salary with commission opportunities. Ideal for individuals with a bachelor's degree and relevant licenses looking to grow in a supportive environment.

Qualifications

• Must be authorized to work in the United States.
• Demonstrated communication skills with strong self-confidence.
• Commitment to positively impact others' lives.

Responsibilities

• Cultivate and expand your client network.
• Educate clients on financial products and services.
• Analyze and organize client data securely.

Skills

Excellent interpersonal and communication abilities

Values-driven with a track record of success

Entrepreneurial spirit

Ability to work with top performers

Education

Bachelor's degree or equivalent skills

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Retirement Planner – Retirement Benefits Group

Base pay range: $28,200.00/yr - $125,000.00/yr

Join Equitable Advisors: A Pathway to Possibilities and Positive Impact

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights (Responsibilities)

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

Skills & Experience (Qualifications)

• Education: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: values-driven with a track record of success and accomplishment
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

Training & Development

• FINRA Sponsorship: provided for required FINRA licensing
• Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
• Virtual University: access to Equitable Advisors' Virtual University for continuous learning
• Mentorship: opportunities for joint work and mentorship
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development: access to Leadership Development School for those with management ambition
• Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
• Sign-On Payment: Based on the time it takes you to complete the company-sponsored required FINRA licenses and registrations and enter PEP
• Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
• Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
• Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equal Opportunity Statement

Equitable Advisors, LLC is an equal opportunity employer.

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

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