Equitable Advisors
Financial Consultant - Retirement Benefits Group
Equitable Advisors, Richmond, Virginia, United States, 23214
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 - 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.
#J-18808-Ljbffr