Retirement Planning Associate - Retirement Benefits Group

Equitable Advisors; Connecticut; On-site; USD 60,000 - 110,000; Full time

Job summary

Equitable Advisors seeks motivated individuals to join The Retirement Benefits Group and help professionals in education, healthcare, and government achieve retirement security. You will build relationships, educate clients on tailored financial solutions, and implement products while maintaining confidentiality and high service standards.

Designed with flexible scheduling and clear licensing pathways, this role offers a pathway to professional growth in wealth management and the potential for a

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing in Life/Health, SIE, Series 7, Series 66 or equivalent is required.
• Values-driven with a track record of success and achievement.
• Excellent interpersonal and communication abilities with confidence.
• Entrepreneurial mindset focused on growing client base.

Responsibilities

• Engage clients and expand networks within established markets.
• Educate clients on financial products and services tailored to their needs.
• Analyze client data, ensure confidentiality, and implement suitable solutions.
• Maintain flexible schedule to balance work and life.
• Represent the firm in local schools and municipalities to build relationships.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Relationship building

Education

Bachelor's degree or equivalent

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

Job description

**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