Retirement Planning Associate — Flexible Schedule & Growth Path

Equitable Advisors; Deerfield (IL); Presencial; USD 24.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental & vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Program (

tuition?

Descripción de la vacante

Equitable Advisors in Deerfield, IL, is seeking a Retirement Planning Associate for the Retirement Benefits Group. The role focuses on engaging clients, educating them on financial products, and implementing tailored retirement solutions while maintaining data confidentiality.

The position offers a structured path through FINRA licensing, mentorship, and opportunities for growth toward CERTIFIED FINANCIAL PLANNER and related designations.

Formación

• Bachelor's degree or equivalent work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66; sponsorship provided for FINRA licensing.

Responsabilidades

• Engage clients and expand your network within established markets.
• Educate clients on our financial products and services and tailor solutions to their needs.
• Analyze and organize client data, maintain confidentiality, and implement appropriate products and services for clients.
• Enjoy a flexible schedule to maximize productivity and personal time.
• Travel to local schools and municipalities for client engagement and outreach.

Conocimientos

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Educación

Bachelor's degree or equivalent

Descripción del empleo

Equitable Advisors in Deerfield, IL, is seeking a Retirement Planning Associate for the Retirement Benefits Group. The role focuses on engaging clients, educating them on financial products, and implementing tailored retirement solutions while maintaining data confidentiality.

The position offers a structured path through FINRA licensing, mentorship, and opportunities for growth toward CERTIFIED FINANCIAL PLANNER and related designations.