Equitable · 1 day ago
Retirement Solution Specialist- Western Territory (WA, OR, CA, NV, AZ, UT, CO) (REMOTE)
United States
Full-time
Remote
Entry Level
$60K/yr - $60K/yr
1+ years expEquitable is a company dedicated to helping clients secure their financial well-being. The Retirement Solution Specialist will provide concierge support to advisors and clients, focusing on increasing client contributions and re-engaging non-contributors to enhance retirement savings.
BankingConsultingFinancial Services
Responsibilities
Concierge Support: Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation
Client Engagement: Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions
Contribution Enhancement: Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up
Advisor Collaboration: Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations
Client Education: Educate clients on the benefits of regular contributions and the impact on their long-term retirement security
Rollover Solutions: Identify clients at risk of moving their assets outside of Equitable and provide tailored rollover product solutions to retain their business in partnership with their Equitable Advisor(s)
Data Analysis: Analyze client data to identify trends, potential issues, and opportunities for increasing contributions
Reporting: Track and report on key performance metrics related to client contributions and re-engagement efforts
Qualification
Required
Bachelor's degree in Finance, Business, or a related field
Series 6, 63, life, health and variable required
Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry
Proven experience in financial services, particularly in retirement planning or sales support
Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors
Excellent problem-solving skills and a proactive approach to client engagement
Ability to analyze data and develop strategic plans to increase client contributions
Knowledge of retirement plans, contribution strategies, and financial products
High level of professionalism and a client-focused mindset
Flexible remote
Occasional travel may be required for client meetings or branch visits
Preferred
Relevant certifications (e.g., Series 7, Series 66) preferred but not required
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
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