Equitable Advisors
Retirement Planner - Retirement Benefits Group - MA, Boston (3894)
Equitable Advisors, Boston, Massachusetts, us, 02298
Retirement Planner – Retirement Benefits Group – MA, Boston
2 days ago • Be among the first 25 applicants
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact. At Equitable Advisors, a leader in wealth management, we embrace the power of positive impact, especially for professionals who build and support our communities. Our specialized Retirement Benefits Group (RBG) serves teachers, healthcare workers, and government employees to ensure their retirement security.
Role Highlights
Client Engagement: Cultivate and expand your network within established markets.
Products and Services Consultation: Educate clients on our diverse financial products and showcase how solutions can be tailored to meet their needs.
Client Service and Implementation: Analyze and organize client data, maintain confidentiality, and implement appropriate products and services.
Work‑Life Balance: Flexible schedule to maximize productivity and personal time.
Location: Work 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.
Communication: Excellent interpersonal and communication skills 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 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: Guided by a local Vice President throughout your journey.
Leadership Development: Access to the Leadership Development School for those with management ambition.
Professional Growth: Encouragement to pursue designations such as CFP®, ChFC, and Equitable Advisors’ Credentialed Holistic Financial Coach program.
Compensation & Benefits
Sign‑On Payment Eligibility: $250–$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of FINRA licenses.
Base Salary: After PEP completion, eligible for a 20th Edition RBG financial professional role with an annual salary of $24,000.
Commissions & Bonus: Eligible to earn commissions and bonus in addition to the base salary.
Benefits Eligibility: Comprehensive benefits including health, dental, vision, 401(k), ESPP, disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP).
Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of our people and their communities. We value diversity and inclusivity, offer wellness programs, employee resource groups, and social‑impact initiatives such as 1,000 Hours of Giving Back and Equitable Excellence, which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. Applications are welcome at any time without a set deadline, ensuring we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, is an equal opportunity employer. M/F/D/V.
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Join Equitable Advisors: A Pathway to Possibilities and Positive Impact. At Equitable Advisors, a leader in wealth management, we embrace the power of positive impact, especially for professionals who build and support our communities. Our specialized Retirement Benefits Group (RBG) serves teachers, healthcare workers, and government employees to ensure their retirement security.
Role Highlights
Client Engagement: Cultivate and expand your network within established markets.
Products and Services Consultation: Educate clients on our diverse financial products and showcase how solutions can be tailored to meet their needs.
Client Service and Implementation: Analyze and organize client data, maintain confidentiality, and implement appropriate products and services.
Work‑Life Balance: Flexible schedule to maximize productivity and personal time.
Location: Work 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.
Communication: Excellent interpersonal and communication skills 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 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: Guided by a local Vice President throughout your journey.
Leadership Development: Access to the Leadership Development School for those with management ambition.
Professional Growth: Encouragement to pursue designations such as CFP®, ChFC, and Equitable Advisors’ Credentialed Holistic Financial Coach program.
Compensation & Benefits
Sign‑On Payment Eligibility: $250–$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of FINRA licenses.
Base Salary: After PEP completion, eligible for a 20th Edition RBG financial professional role with an annual salary of $24,000.
Commissions & Bonus: Eligible to earn commissions and bonus in addition to the base salary.
Benefits Eligibility: Comprehensive benefits including health, dental, vision, 401(k), ESPP, disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP).
Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of our people and their communities. We value diversity and inclusivity, offer wellness programs, employee resource groups, and social‑impact initiatives such as 1,000 Hours of Giving Back and Equitable Excellence, which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. Applications are welcome at any time without a set deadline, ensuring we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, is an equal opportunity employer. M/F/D/V.
#J-18808-Ljbffr