Financial Consultant - Retirement Benefits GroupEquitable Advisors • Richmond, VA, US

Financial Consultant - Retirement Benefits Group

Equitable Advisors • Richmond, VA, US

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Overview

Financial Consultant - Retirement Benefits Group

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the retirement needs of professionals in education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

Client Engagement : Cultivate and expand your network within established markets
Products and Services Consultation : Educate clients on our diverse financial products and services, tailoring solutions to meet their unique needs
Client Service and Implementation : Analyze and organize client data, ensure confidentiality, and implement appropriate products and services
Work-Life Balance : Flexible schedule to maximize productivity and personal time
Location : Working outside the office in local schools and municipalities

Skills & Experience

Education : Bachelor\'s degree or equivalent skills and work experience

Licensing : State Life & Health, SIE, Series 7, Series 66

Personal Attributes : values-driven with a track record of success and accomplishment

Communication Skills : excellent interpersonal and communication 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 : must be authorized to work in the United States

Training & Development

FINRA Sponsorship : provided for required FINRA 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 help you succeed

Leadership Development : access to Leadership Development School for those with management ambition

Professional Growth : encouragement to pursue CFP, ChFC, and Equitable Advisors\' Credentialed Holistic Financial Coach program

Sign-On Payment : based on the time to complete FINRA licenses and enter PEP

Base Salary : annual salary for eligible financial professionals

Commissions and Bonus : in addition to salary, eligible to earn commissions and bonus

Benefits : comprehensive programs including health, dental and vision, 401(k); ESPP; disability; life insurance; and transportation reimbursement incentive program

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like 1,000 Hours of Giving Back and Equitable Excellence, which awards college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC is an equal opportunity employer. M / F / D / V.

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Financial Consultant • Richmond, VA, US