Retirement Planning Associate - Retirement Benefits Group

Equitable Advisors; Connecticut; Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation package

Personalized training and support

Advancement opportunities

Work-life balance

Remote-work technology solutions

Work-life balance

Job summary

A leading financial services firm in Connecticut is looking for a Retirement Benefits Group Financial Professional. This role focuses on providing financial products and education to clients in the community. Candidates should possess strong interpersonal skills and a results-driven attitude. We offer competitive compensation, personalized training, and licensing sponsorship to ensure your success in this fulfilling career. If you're motivated to help others secure their financial futures, we'd like to hear from you.

Qualifications

• Attain state life and health licenses, SIE, FINRA Series 7 and 66 exams.
• Strong desire to help others plan for their financial futures.
• Motivated self-starter, team player, with integrity.

Responsibilities

• Provide financial products and services to clients.
• Educate clients about retirement plans and savings.
• Develop markets and sustain long-term relationships.
• Coordinate licensing sponsorship and training to enable hiring and career growth.

Skills

Results-driven

Excellent interpersonal skills

Strong work ethic

Ability to build relationships

Motivated

Education

Four-year college degree

Job description

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional.

People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG).

As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:

• Teachers
• School administrators
• Municipality employees

What it takes to be an Equitable Advisors’ Financial Professional

With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.

A four-year college degree is preferred but not required

You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Benefits of working with us

• Competitive compensation package, which includes base pay, commissions and benefits
• Personalized and comprehensive training and support in all areas important to building your business
• Sponsorship as well as coaching to obtain the licensing required for hire
• Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
• Ability to work jointly with senior joint-work partners and to be coached by top performers
• Advancement and management opportunities
• A work-life balance and access to a full suite of remote-work technology solutions

You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

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.) are Equal Opportunity Employers M/F/D/V. GE- 6572371.1 (4/24)(Exp.4/26)