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Equitable Advisors · 1 day ago

Retirement Planning Associate - Retirement Benefits Group

New Haven County, CT

Full-time

Hybrid

New Grad, Entry Level

Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures. They are currently seeking a Retirement Benefits Group Financial Professional to provide financial products and services to public school employees, teachers, and municipal workers.

Financial Services

Growth Opportunities

Hiring Manager

Todd Murphy

Responsibilities

Providing financial products and services, as well as education to those who build and serve our communities, such as teachers, school administrators, and municipality employees

Qualification

State lifeHealth licensesSIE examFINRA Series 7FINRA Series 66Financial products knowledgeInterpersonal skillsCommunication abilitiesSelf-starterTeam playerIntegrityWork ethic

Required

You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Preferred

A four-year college degree is preferred but not required

Benefits

Competitive compensation package, which includes base pay, commissions and benefits

Personalized and comprehensive training and support in all areas important to building your business

Sponsorship as well as coaching to obtain the licensing required for hire

Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus

Ability to work jointly with senior joint-work partners and to be coached by top performers

Advancement and management opportunities

A work-life balance and access to a full suite of remote-work technology solutions