Retirement Planning Associate - Retirement Benefits Group

Job Title Retirement Planning Associate - Retirement Benefits Group - AZ, Scottsdale (5020) (2300006U) Primary Location United States - AZ - Scottsdale Organization Equitable Advisors, a leader in the wealth management industry, focuses on retirement solutions for professionals in education, healthcare, and government. 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 : Local Vice President guidance throughout the journey Leadership Development : Access to Leadership Development School for those with management ambition Professional Growth : Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant (ChFC), and the Credentialed Holistic Financial Coach program Sign‑On Payment : Based on the time it takes 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 bonuses Benefits : Comprehensive benefits programs for eligible financial professionals, including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), each subject to terms and conditions of the applicable program EEO Statement Equitable Advisors, LLC, is an equal opportunity employer. M/F/D/V. #J-18808-Ljbffr Equitable Advisors