Equitable Advisors ยท 1 week ago
Retirement Planner - Retirement Benefits Group
Bala-Cynwyd, PA
Full-time
Hybrid
New Grad, Entry LevelEquitable Advisors is a leader in the wealth management industry, focusing on positive impact for individuals in key sectors. The Retirement Planner role involves engaging clients, consulting on financial products, and ensuring client satisfaction while maintaining a flexible work-life balance.
Financial Services
Hiring Manager
Jameson Donahue
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
Comprehensive benefits programs for eligible financial professionals including health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase