Retirement Planner - Retirement Benefits Group - MA, Boston (5203)

Equitable•Boston, MA

6d•Onsite

About The Position

Join Equitable Advisors as a Retirement Planner within the Retirement Benefits Group (RBG). This role focuses on addressing the unique retirement needs of professionals in sectors like education, healthcare, and government. The position offers a structured path to becoming a wealth manager with licensing and employment support, flexible scheduling, and potential for limitless income. You will engage with clients in established markets, educate them on financial products and services, and manage client data with confidentiality. The role involves 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 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.

Nice To Haves

Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.

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, prepare and implement appropriate products & services.
Work outside the office in local schools and municipalities.

Benefits

Sign-On Payment Eligibility: $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.
Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional.
Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: 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.
FINRA Sponsorship for required licensing.
Comprehensive 120-day hands-on training (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 for those with management ambition.