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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, with flexible work-life balance and uncapped 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, ensuring confidentiality.
• Prepare and implement appropriate products and services.

Requirements

• 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

• Client Engagement
• Products and Services Consultation
• Client Service and Implementation
• Communication Skills
• Entrepreneurial Spirit
• Collaboration

Location

• Working outside the office in local schools and municipalities

Work Type

• Full-time
• Flexible schedule

Experience Level

• Entry Level

Education Level

• Bachelor's degree or equivalent skills and work experience

Salary/Compensations

• $24,000 base salary after PEP
• $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 (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.