Retirement Planner - Retirement Benefits Group - MA, Boston (5203)

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

Job Description - Retirement Planner - Retirement Benefits Group - MA, Boston (5203) (250000IX)

Retirement Planner - Retirement Benefits Group - MA, Boston (5203) ( 250000IX )

Primary Location

Organization

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

• 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

• 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
• Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits

• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
• Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional.
• Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus.
• Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs 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, as may be in effect from time to time.

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.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)