Retirement Planning Specialist | Flexible Schedule & Impact

Equitable Advisors; Boston (MA); Presencial; USD 24.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k)

ESPP

Disability insurance

Life insurance

TRIP transportation reimbursement

Descripción de la vacante

Equitable Advisors seeks a Retirement Planner in the Retirement Benefits Group to help professionals secure retirement outcomes. You will engage clients, educate them on financial products, and implement tailored solutions while handling data with confidentiality.

A flexible, outside-office role in local schools and municipalities supports work-life balance. The path includes FINRA licensing sponsorship, a comprehensive 120-day training, and access to ongoing professional development with a

Formación

• Bachelor's degree or equivalent experience.
• State Life & Health licensing, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Values-driven with a track record of success and initiative.

Responsabilidades

• Cultivate and expand your network within existing markets.
• Educate clients on our financial products and services.
• Analyze and organize client data; protect confidentiality.
• Provide flexible scheduling to balance work and life.

Conocimientos

Communication skills

Entrepreneurial mindset

Collaboration

Client engagement

Educación

Bachelor's degree

Descripción del empleo

Equitable Advisors seeks a Retirement Planner in the Retirement Benefits Group to help professionals secure retirement outcomes. You will engage clients, educate them on financial products, and implement tailored solutions while handling data with confidentiality.

A flexible, outside-office role in local schools and municipalities supports work-life balance. The path includes FINRA licensing sponsorship, a comprehensive 120-day training, and access to ongoing professional development with a