Financial Professional - Retirement Benefits Group
Equitable Advisors
**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 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
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 : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Compensation & Benefits
- Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
- Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
- Commissions and Bonus : In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
- Benefits: Comprehensive benefits programs for eligible financial professionals 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.
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," sponsored by our Women’s Network, 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.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.GE-7814452.1(4/25)(Exp.4/29)
- Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people... ...Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities...RetirementRemote work
$120.56k
...stability and long-term financial leadership. As the... ...established financial professional⁎ seeking more independence... ...success. You’ll benefit from: A highly... ...financial decisions (retirement, protection, education... ...Network: Mentorship, study groups and a collaborative...RetirementFull timeContract workPart timeWork at officeFlexible hours- A leading financial services firm in North Carolina is seeking a motivated individual for the role of Financial Professional. This position focuses on educating and providing financial products to community members, including teachers and municipal employees. The ideal...Retirement
- Financial Professional -Bilingual (Spanish) New York Life Job Category Finance... ...-term care insurance, and group disability insurance products... ...that some of the benefits of this career are a flexible... ...confusing such as preparing for retirement, saving for college, and other...RetirementWork at officeFlexible hours
- ...businesses navigate life’s financial decisions through changing markets... .... As a Financial Professional*, you’ll play a direct role... ...through key financial decisions (retirement, protection, education... ...term role Compensation & Benefits You have the power to determine...RetirementFull timeContract workTemporary workPart timeFor contractors
$55k - $80k
...sales to operations and financial performance - building... .... Compensation & Benefits Overview: ACG... ...financial well-being, and professional growth. Health & Wellness... ...options. Retirement & Savings: ~401(k... ...bigger. The Auto Club Group (ACG) provides...RetirementFull timeTemporary workPart timeLocal areaImmediate startMonday to FridayFlexible hoursShift work- ...accounting operations, monthly financial close activities,... ...a wide variety of benefits to support our employees... ...coverage ~401(k) Retirement Plan with employer matching... ...Program ~ Professional Development Opportunities... ...or any other protected group status under federal,...RetirementWork at officeLocal area
- ...innovative, and dynamic financial models that guide the... .... For some business groups and positions, job function... ...to the highest professional standards, escalating... ...experience. Workplace Benefits We Offer In addition to... ...401(k) Profit-Sharing Retirement plan Flexible Paid Time...RetirementFull timeTemporary workWork experience placementRemote workFlexible hours
$71k - $74.99k
...is home to nearly 900 professionals who plan, build and maintain... ...!Wolfpack Perks and Benefits - As a Pack member,... ...Spending Account Retirement Programs Disability Plans... ...Capital Project Management group! This vital role... ...budget resource, driving financial planning, forecasting,...RetirementFull timePart timeWork at officeMonday to FridayFlexible hours$50k - $100k
...Apply today. Our Commitment: The Boyd Group welcomes unique talents from all... ...with disabilities to perform the job. Benefits That Drive Your SuccessGerber offers the... ...Vision Insurance effective Day 1 ~401(k) Retirement Plan with company match ~ Employer Paid...RetirementDaily paidMinimum wageFull timeTemporary workLocal area$125k - $250k
...addition, Appian provides generous benefits offerings that include a 401(... ...our 8 employee-led affinity groups. These groups help employees... ...your health, wellbeing, and financial future. Benefits may include... ...Purchase Program (ESPP), a retirement/pension plan, wellness dollars...RetirementWork experience placementLocal areaFlexible hours$115.92k
...is yes, consider becoming a financial professional to drive positive impact in... ..., such as preparing for retirement and saving for college. As... ...support options like study groups, mentorship, and other opportunities... ...determine your income. Benefits include medical, dental,...RetirementContract work$75k - $85k
...responsible for managing the financial administration of multiple large... ...internal and external groups. Responsibilities include project... ...Competitive compensation 401(k) Retirement Plan Employee Stock Ownership... ...Family Leave Educational Benefits Working with an industry leader...RetirementFull timeContract work- ...that is a leader in the financial services industry. New... ...your clients, such as group health insurance.... ...as Financial Guidance, Retirement Planning, Wealth Advisory... ...certain industry professional designations, New York... ...those agents was $1.59M.6 Benefits include medical, dental...RetirementContract workWork at office
- ...Description & Qualifications Financial Analyst – 100% REMOTE... ...with a focus on high professional standards, strong... ...division of Serco Group, plc. In North America... ...matters. To review Serco benefits please visit: . If... ...savings accounts to retirement plans, life and disability...RetirementFull timeContract workPart timeFor subcontractorLocal areaRemote workFlexible hours
$115.92k
...yes, consider becoming an Financial Service Professional to drive positive impact in... ..., such as preparing for retirement and saving for college. As... ...support options like study groups, mentorship, and other opportunities... ...determine your income. Benefits include medical, dental,...RetirementContract work- ...that is a leader in the financial services industry. New... ...your clients, such as group health insurance.... ...as Financial Guidance, Retirement Planning,4 Wealth Advisory... ...certain industry professional designations, New York... ...those agents was $1.59M.6 Benefits include medical,...RetirementContract workWork at office
- ...that is a leader in the financial services industry. New... ...your clients, such as group health insurance.... ...as Financial Guidance, Retirement Planning,⁴ Wealth Advisory... ...certain industry professional designations, New York... ...those agents was $1.59M.6 Benefits include medical,...RetirementContract workWork at office
$22 - $24 per hour
...efficiency programs Deliver professional, high quality services to utility... ...programs for targeted groups Perform direct installation... ...travel up to 75% Compensation & Benefits: Franklin Energy reasonably... ..., and vision coverage; retirement benefits; paid time off; paid...RetirementHourly payWork at office- ...qualified, experienced Company Drivers! We know that becoming a DHT Company Driver is right for youFull benefit package including:401(k) retirement planACA qualified group healthVoluntary life insuranceMuch moreGenerous home-time planTraining programs availableRequirements...Retirement
- Capital Automotive Group in Raleigh, NC is seeking a Benefits Specialist to manage enrollments, COBRA, and employee... ..., knowledge of medical, retirement plans, FMLA/ACA, and ADP/Lyric systems... .... A degree in HR or business and professional certification are preferred. #J-...Retirement
$46.99k - $112.2k
...process improvements to our financial compliance processes,... ...Qualifications Professional designations such as CISA... ...between the groups Practical knowledge of... ...that they belong. Great benefits for great people We take... ...coverage, paid time off, retirement savings options, wellness...RetirementHourly payFull timeTemporary workLocal area- ...efficiency and reduce risk. General Description of Available Benefits for Eligible Employees of CRC Group: Eligible full-time teammates enjoy access to medical... ...Enjoy competitive compensation, health benefits, and retirement plans. Who We’re Looking For We seek passionate...RetirementFull timeTemporary workShift workDay shift
- ...Identifying Top Talent Our financial representatives are... ...from seasoned professionals, and access to the latest... ...and financial standing. Benefits and perks: Paid medical... ...dental insurance. 401(k) retirement plan with company... ...Noncontributory pension plan. Group term life insurance....RetirementFull time
- About the role Our financial representatives at Modern... ...nation’s largest fraternal benefit societies, with over $... ...from seasoned professionals, and access to the latest... ...dental insurance. 401(k) retirement plan with company... ...Noncontributory pension plan. Group term life insurance....RetirementLocal area
$65k - $81k
...of retail. You will be: The Financial Systems Analyst is responsible... ...digital or corporate Comprehensive benefits package for all eligible full... ...Vision insurance 401(k) retirement plan Basic life insurance... ...related factors. Exemplar Luxury Group Exemplar Luxury Group is an...RetirementFull time- ...Benefits Account ManagerWith over 160 years of experience, Scott Insurance is a leader in... ...centric culture, excellent benefits and retirement programs. As an employee-owned company,... ...business.Provide superior customer service to group administrators – answering coverage...RetirementWork experience placementWork at officeRemote work3 days per week
$115.92k
...is yes, consider becoming a professional retirement planner to drive positive... ...company that is a leader in the financial services industry, New York... ...support options like study groups, mentorship, and other... ...will determine your income. Benefits include medical, dental, vision...RetirementContract work- ...ACCOUNTANT \n General Ledger | Financial Reporting | Month-End Close |... ...is best suited for an accounting professional coming from industry rather than... ...participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement...RetirementWork at officeLocal area
- ...fraternal, not for profit, benefit societies. We are... ...1883. Owning our own financial services brokerage firm... ...involvement Collaborate with professionals such as tax... ...dental insurance 401(k) retirement plan with company match... ...plan (5-year vested) Group term life insurance Performance...RetirementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Professional - Retirement Benefits Group. Be the first to apply!
- financial services professional Raleigh, NC
- fee only financial planning professional Raleigh, NC
- financial aid Raleigh, NC
- financial executive Raleigh, NC
- financial sales Raleigh, NC
- financial engineer Raleigh, NC
- workday financials Raleigh, NC
- emergent financial group Raleigh, NC
- citizens financial group Raleigh, NC
- finance financial Raleigh, NC




