Financial Professional - Retirement Benefits Group - NY, Woodbury (3252)

EQH•Melville, NY

2d•$24,000

About The Position

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 unique retirement needs of professionals in key sectors such as 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, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation : Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services Work-Life Balance : Flexible schedule to maximize productivity and personal time Location : Working outside the office in local schools and municipalities

Requirements

Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66
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 our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services

Benefits

FINRA Sponsorship
Comprehensive 120-day hands-on training
Access to Equitable Advisors' Virtual University for continuous learning
Opportunities for joint work and mentorship
Training and guidance of a local Vice President
Access to Leadership Development School
Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
$250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Annual salary ($24,000) as a 20th Edition RBG financial professional
Eligible to earn commissions and bonus
Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Wellness programs and employee resource groups
Programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually.