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Equitable Holdings

Financial Professional - Retirement Benefits Group - WI, Madison (3632)

Equitable Holdings, Madison, Wisconsin, us, 53774

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Financial Professional - Retirement Benefits Group - WI, Madison (3632) Equitable Holdings•Madison, WI, United States **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** 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

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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

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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

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