Retirement Planner & Wealth Advisor — Flexible, Impactful

equitable; Boston (MA); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

Sign-on payment eligibility

Base salary during training

Commissions and bonus

Comprehensive benefits: health, dental

401(k) and ESPP

Job summary

Equitable Advisors is seeking individuals to join the Retirement Benefits Group (RBG) to provide retirement planning and wealth management services for professionals in education, healthcare, and government sectors.

The program offers FINRA licensing sponsorship, a 120-day hands-on training period, and a path to become a licensed wealth manager. You’ll operate with flexible scheduling and mentorship to build a client network.

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 mindset with a desire to positively impact others' lives.
• Ability to collaborate with top performers.
• Must be 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 to client needs.
• Analyze and organize client data, maintain confidentiality, and implement appropriate products and services.
• Maintain work-life balance with a flexible schedule to maximize productivity.
• Operate in local schools and municipalities, working outside the office.

Skills

Client engagement

Communication

Entrepreneurial spirit

Collaboration

Relationship building

Education

Bachelor's degree or equivalent experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking individuals to join the Retirement Benefits Group (RBG) to provide retirement planning and wealth management services for professionals in education, healthcare, and government sectors.

The program offers FINRA licensing sponsorship, a 120-day hands-on training period, and a path to become a licensed wealth manager. You’ll operate with flexible scheduling and mentorship to build a client network.