Wealth Advisor: Retirement Benefits Specialist

Equitable Advisors; Irvine (CA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors - Retirement Benefits Group in Irvine, CA seeks a Financial Professional to serve professionals in education, healthcare, and government with retirement planning. The role offers a structured path to becoming a wealth manager through licensing and company-backed training.

You will engage clients, present financial products, and implement tailored solutions while enjoying a flexible schedule and opportunities for growth and certifications.

Qualifications

• Bachelor's degree or equivalent required.
• State Life & Health, SIE, Series 7 and Series 66 licenses required.
• Authorized to work in the United States.
• Strong interpersonal skills and self-confidence.

Responsibilities

• Cultivate and expand your client network in established markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze client data, ensure confidentiality, and implement suitable products.
• Maintain a flexible schedule to optimize work-life balance.

Skills

Client engagement

Networking

Communication

Entrepreneurial mindset

Collaboration

Self-confidence

Education

Bachelor's degree or equivalent

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

Job description

Equitable Advisors - Retirement Benefits Group in Irvine, CA seeks a Financial Professional to serve professionals in education, healthcare, and government with retirement planning. The role offers a structured path to becoming a wealth manager through licensing and company-backed training.

You will engage clients, present financial products, and implement tailored solutions while enjoying a flexible schedule and opportunities for growth and certifications.