Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
Equitable Advisors, a leader in wealth management, seeks individuals to join The Retirement Benefits Group (RBG) to provide retirement solutions to professionals in education, healthcare, and government. The role offers a structured development path to becoming a wealth manager, flexible work-life balance, and unlimited income potential.
Responsibilities
- Cultivate and expand your network within established markets.
- Educate clients on diverse financial products and services, demonstrating tailored solutions.
- Analyze and organize client data, ensure confidentiality, and prepare/implement appropriate products and services.
Requirements
- Bachelor's degree or equivalent skills and work experience.
- State Life & Health, SIE, Series 7, Series 66 licensing.
- Values-driven with a track record of success and accomplishment.
- Excellent interpersonal and communication abilities with strong self-confidence.
- Entrepreneurial spirit with a desire to positively impact others' lives.
- Ability to work with and learn from top performers.
- Must be authorized to work in the United States.
Skills
- Communication Skills
- Collaboration
- Entrepreneurial spirit
Location
- Working outside the office in local schools and municipalities
Work Type
- Flexible schedule
Experience Level
- Entry Level
Education Level
- Bachelor's degree or equivalent skills and work experience
Salary/Compensations
- $24,000 (eligible after PEP completion)
- $250-$1,000 Sign-On Payment eligibility
- Commissions and Bonus eligible
Benefits
- Health, dental, and vision insurance
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability insurance
- Life Insurance
- Transportation Reimbursement Incentive Program (TRIP)
About the Company
- Equitable Advisors is a leader in the wealth management industry.
- Committed to making a difference in the lives of its people and their communities.
- Values diversity and inclusivity.
- Offers wellness programs and employee resource groups.
- Dedicated to social impact and community engagement.
Equal Opportunity
- Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V.