Financial Consultant - Retirement Benefits GroupEquitable Advisors • Bala Cynwyd, PA, US
Financial Consultant - Retirement Benefits Group
Equitable Advisors • Bala Cynwyd, PA, US
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionEducation : Bachelor's degree or equivalent skills and experience Licensing : State Life & Health, SIE, Series 7, Series 66 Personal Attributes : values-driven with a track record of success Communication Skills : excellent interpersonal abilities with strong self-confidence Mindset : entrepreneurial spirit with a desire to positively impact others' lives Collaboration : ability to work with and learn from top performers Work Authorization : authorized to work in the United States FINRA Sponsorship : provided for required licensing Preliminary Employment Period (PEP) : comprehensive 120-day hands-on training Virtual University : access to Equitable Advisors\' Virtual University for continuous learning Mentorship : opportunities for joint work and mentorship Personalized Coaching : guidance from a local Vice President to support your development Leadership Development : access to Leadership Development School for management ambitions Professional Growth : encouragement to pursue CFP, ChFC, or Equitable Advisors' Holistic Financial Coach programs Sign-On Payment : based on time to complete FINRA licenses and enter PEP Base Salary : annual salary for eligible professionals Commissions and Bonus : eligible to earn commissions and bonuses Benefits : comprehensive programs including health, dental, vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement Location : King of Prussia, PA; Greater Philadelphia area; Philadelphia, PA; other locations as listed Seniority level : Entry level Employment type : Full-time Job function : Sales, Consulting, and Finance
Overview
Financial Consultant - Retirement Benefits Group (RBG) at Equitable Advisors focuses on retirement needs for professionals in education, healthcare, and government. The group aims to provide retirement security and a structured path to becoming a wealth manager through licensing and employment.
We offer flexibility to design your own work-life balance and the potential to achieve meaningful income growth.
Role Highlights
- Client Engagement : Cultivate and expand your network within established markets
- Products and Services Consultation : Educate clients on a range of financial products and services and tailor solutions to meet their needs
- Client Service and Implementation : Analyze and organize client data, maintain confidentiality, and implement appropriate solutions
- Work-Life Balance : Flexible schedule to maximize productivity and personal time
- Location : Working outside the office in local schools and municipalities
Skills & Experience
Training & Development
Culture & Community Impact
Equitable Advisors is committed to diversity, inclusion, wellness programs, and employee resource groups. Programs include "1,000 Hours of Giving Back" and the Equitable Excellence scholarships. The company emphasizes social impact and community engagement.
Equitable Advisors, LLC is an equal opportunity employer. M / F / D / V.
Job Details
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Financial Consultant • Bala Cynwyd, PA, US
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