Financial Professional - Retirement Benefits Group - FL, Fort Myers/Naples (5062)

Equitable•Fort Myers, FL

2h•Onsite

About The Position

Join Equitable Advisors as a Financial Professional within The Retirement Benefits Group (RBG), a specialized team focused on addressing the unique retirement needs of professionals in sectors like education, healthcare, and government. This role offers a structured path to becoming a wealth manager, including licensing and employment, with the flexibility to design your own work-life balance and achieve limitless income potential. You will engage with clients, educate them on financial products and services, and implement tailored solutions to meet their retirement security needs.

Requirements

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.

Responsibilities

Cultivate and expand your network within established markets.
Educate clients on diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
Analyze and organize client data, ensure confidentiality, and prepare and implement appropriate products & services.
Work outside the office in local schools and municipalities.

Benefits

Health, dental and vision insurance
401(k)
Employee Stock Purchase Plan (ESPP)
Disability insurance
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Sign-On Payment
Base Salary
Commissions and Bonus
FINRA Sponsorship for required licensing
Comprehensive 120-day hands-on training (Preliminary Employment Period - PEP)
Access to Equitable Advisors' Virtual University for continuous learning
Opportunities for joint work and mentorship
Personalized coaching from a local Vice President
Access to Leadership Development School
Encouragement to pursue professional designations (CFP®, ChFC, Equitable Advisors’ own Credentialed Holistic Financial Coach program)