Equitable ยท 3 months ago
Financial Professional - Retirement Benefits Group - MA, Boston (5198)
United States
Full-time
Remote
New Grad, Entry Level
$24K/yr - $24K/yrEquitable Advisors is a leader in the wealth management industry, focusing on making a positive impact in people's lives. They are seeking a Financial Professional in the Retirement Benefits Group to engage clients, educate them on financial products, and ensure their retirement security.
BankingConsultingFinancial Services
Responsibilities
Cultivate and expand your network within established markets
Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Flexible schedule to maximize productivity and personal time
Working outside the office in local schools and municipalities
Qualification
Required
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
Benefits
Health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & Bermuda CEO | Operating Committee Member
Recent News
MarketScreener
2025-11-04
2025-10-27
2025-10-27
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