Retirement Planning Specialist

Equitable Advisors; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Comprehensive training program

Mentorship from leadership

Flexible schedule

Job summary

Equitable Advisors is seeking a Retirement Planning Associate in Scottsdale to join the Retirement Benefits Group. You will engage with clients, educate them on financial products, and implement tailored retirement solutions.

The role emphasizes a structured development path toward wealth management, with FINRA sponsorship during the licensing process and mentorship to help you grow professionally in a supportive, impact-driven environment.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Values-driven with a track record of success and accomplishment.
• Authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on a broad range of financial products and services.
• Analyze and organize client data, ensure confidentiality, and implement appropriate solutions.
• Flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Team collaboration

Entrepreneurial mindset

Work authorization in US

Education

Bachelor's degree or equivalent

Tools

State Life & Health

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking a Retirement Planning Associate in Scottsdale to join the Retirement Benefits Group. You will engage with clients, educate them on financial products, and implement tailored retirement solutions.

The role emphasizes a structured development path toward wealth management, with FINRA sponsorship during the licensing process and mentorship to help you grow professionally in a supportive, impact-driven environment.