Financial Professional - Retirement Benefits Group
$24kEquitable Advisors
Job Title Financial Professional - Retirement Benefits Group (OH, Cleveland, Lorain, Westlake) Primary Location United States‑OH‑Cleveland Other Locations United States‑OH‑Westlake, United States‑OH‑Lorain 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 Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company-sponsored required FINRA licenses and registrations Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs 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 Equal Opportunity Employer Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29) #J-18808-Ljbffr Equitable Advisors
$24k
...our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare... ...: Educate clients on our diverse financial products and services, demonstrating how these...RetirementWork experience placementLocal areaRemote workFlexible hours- Skylight Financial Group, one of the region's largest financial planning... ...education, prepare for retirement, protecting themselves from... ...associates enjoy a comprehensive benefits package including medical,... ...Support financial professionals to cultivate client relationships...RetirementImmediate start
- A leading financial services firm in Cleveland is seeking a Financial Professional in the Retirement Benefits Group. This role focuses on engaging with clients, educating them about financial products, and working flexibly to maximize productivity. Candidates should hold...Retirement
$65k
...systems, CCC one preferred, Mitchell & Audatex Benefits The Company offers the following benefits for... ...Insurance ~ Dental Insurance ~ Vision Insurance ~ Group Life Insurance ~ Disability Insurance ~401k Retirement Plan with match ~ Referral Bonus (“Cash From...RetirementFull timeRemote work- ...Internal Auditor - Partner, Tax & Benefits Services (PT&B) Location: Cleveland... ...external auditors with their annual financial and retirement plan audits. This position requires... ...findings to leadership, while maintaining professionalism and acting as a trusted advisor to...RetirementFull timeWork at office
$24k
Equitable Advisors is seeking a Financial Professional in Cleveland, OH to engage with clients and offer financial solutions... ...post-training, and commission eligibility, alongside robust benefits including health and retirement plans. #J-18808-Ljbffr Equitable AdvisorsRetirement- ...At Flynn Group, we believe in the power of collaboration... ...or Supervisor of Financial Accounting & Reporting... ...is an accounting professional directly responsible for... ...Group offers a variety of benefits and perks to encourage... .../Dental/Vision Retirement and Savings Plan Short...RetirementTemporary workCasual workWork at officeWork from homeFlexible hours
- ...At Flynn Group, we believe in the power of collaboration... ...is an accounting professional responsible for... ...expenditures, ensure accuracy of financial projects, identify... ...offers a variety of benefits and perks to encourage... ...Medical/Dental/Vision Retirement and Savings Plan...RetirementTemporary workCasual workWork at officeWork from homeFlexible hours
- ...has the highest ratings for financial strength currently awarded to... ...Opportunity-Excellent Benefits-Full Training-Management Opportunities... ...Insurance Company Financial Professional. At New York Life, we... ...products for insurance and retirement planning needs. You'll also:...RetirementTemporary workFixed term contract
- ...The ‘Financial Analyst – Cost Accounting’ position is a key member... ...EPS, PKG and COIL commercial groups. Key job responsibilities include... ...in: Life … with rewards, benefits and the flexibility to... ...benefits designed for you. From retirement to health care, from total well...RetirementContract workFor contractorsLocal area
- ...Financial Advisor Voya Financial Advisors, Inc., a leading Independent... ...contribution & defined benefit business, is currently seeking... ...their supplemental voluntary retirement plan. Financial Advisor responsibilities... ...financial future Conduct group education meetings – live and...Retirement
- ...banking solutions and cutting-edge financial technology combined with... .... We also offer a range of benefits and programs to meet employee... ...health and wellness centers, a retirement savings plan, backup... ...satisfaction. Our Consumer Banking group helps customers manage their...RetirementPart time
- ...At Flynn Group, we believe in the power of collaboration and value... ...for this Role The Sr. Financial Analyst supports the annual and... ...Group offers a variety of benefits and perks to encourage and empower... ...Medical/Dental/Vision Retirement and Savings Plan Short- and...RetirementTemporary workCasual workWork at officeWork from homeFlexible hours
$80k - $98k
.... We are seeking a Senior Financial Analyst responsible for the generation... ..., you will enjoy many benefits such as 401K matching,... ...under Brookfield Medical Plan Retirement: 401(k) Insurance: Employer... ...without our team, a diverse group of creative visionaries and innovative...RetirementBi-weekly payTemporary workSummer workWork at office- ...alongside a dynamic and innovative group of professionals. We offer exciting and... ...to join our team. Benefits to working at MAGNET include... ...team, assisting the Chief Financial Officer the processing of transactions... ..., sick time, and holidays Retirement plan with generous Company...RetirementInternship
- At Flynn Group, we believe in the power of collaboration... ...or Supervisor of Financial Accounting & Reporting... ...is an accounting professional directly responsible for... ...Group offers a variety of benefits and perks to encourage... ...working for us: Retirement and Savings Plan Short...RetirementTemporary workCasual workWork at officeWork from homeFlexible hours
- ...WealthBridge Financial Group is seeking a results-oriented Experienced Financial Advisor to join... ..., including investment opportunities, retirement planning, and wealth management... ...certifications in financial planning are a plus. Benefits ~ Top-tier health coverage including...Retirement
- Flynn Group is seeking a Finance Functional Analyst in Independence, Ohio. This role involves implementing and supporting... ...and collaborating across departments. Employees enjoy benefits like flexible schedules, a retirement plan, and company outings. #J-18808-Ljbffr Flynn GroupRetirementFlexible hours
- ...Financial Advisor Hantz Group is a Michigan-based financial company that works... ...client. We deliver a team of professionals that are experts in their... ...Financial Planning and Retirement Insurance Tax Strategy... ...Required Licenses* Benefits: Health/Dental/Vision...RetirementWork at officeFlexible hours
- ...WealthBridge Financial Group is looking for an Estate & Wealth Planning Specialist in Cleveland... ...focusing on investment opportunities, retirement planning, and wealth management. Exceptional... ...to client relationships are essential. Benefits include health coverage, a 401(k) plan,...Retirement
- ...to ensure IT Audit and Financial Audit are properly... ...understanding of SW's groups/divisions and in-scope... ...team members to ensure professional growth, while emphasizing... ...Life … with rewards, benefits and the flexibility to... ...designed for you. From retirement to health care, from...RetirementContract workFor contractorsWork experience placementLocal areaWork visa
$37k - $69k
...PNC Financial Services Group, Inc. is looking for a Client Service Associate in Cleveland, OH. This role serves as the... ...ranging from $37,000 to $69,000 and a comprehensive benefits package, including health insurance, retirement plans, and generous paid time off. #J-18808-...Retirement$105k - $250k
...Citizens employs a group of experienced advisors... ...families attain their financial goals. Our Wealth Advisors... ...as the personal and professional growth of team members... ...For an overview of our benefits, visit We offer... ...and vision coverage, retirement benefits, maternity/paternity...RetirementTemporary workLocal areaFlexible hours$105k - $250k
...Citizens employs a group of experienced advisors... ...families attain their financial goals. Our Wealth Advisors... ...as the personal and professional growth of team members... ...an overview of our benefits, visit We offer competitive... ...and vision coverage, retirement benefits, maternity/...RetirementTemporary workLocal areaFlexible hours- ...PNC Financial Services Group, Inc. is seeking a Senior Counsel to join its Corporate Governance organization. This position... ...and the ability to work autonomously. Comprehensive benefits include health coverage, retirement plans, and generous vacation policies. #J-18808-Ljbffr...Retirement
- ...Wealth Advisor Sequoia Financial Group is a growing Registered Investment... ...to work together for the benefit of our clients. Our... ...a place to refine their professional mission, move into new opportunities... ..., education planning, retirement planning, estate planning,...RetirementWork at officeImmediate start
$25 per hour
...your broad range of financial knowledge you'll provide... ...you. Exceptional benefits Receive comprehensive... ...and vision coverage, retirement benefits, maternity/... ...treated with respect and professionalism. Employment decisions... ...Category Bank Branch Citizens Financial GroupRetirementHourly payFull timeLocal areaFlexible hoursShift workAfternoon shift$65k - $80k
...resourcefulness. The corporate group works across all sectors of... ...management, internal controls, and financial reporting. Staff Accountants... ..., you will enjoy many benefits such as 401K matching, tuition... ...under Brookfield Medical Plan Retirement: 401(k) Insurance: Employer-paid...RetirementBi-weekly payTemporary workSummer workWork at office$80k - $100k
...fast-growing, fee-only financial planning firm based in... ...the office. Salary & Benefits Salary Range: $80,000... ...safe harbor contribution Group life and disability... ...from clients and other professionals and data entry into financial... ...scenarios, including retirement projections, cash flow...RetirementSummer workWork at office$146.3k - $326.04k
...PNC's Asset Management Group Investment Office... ...Office supporting the Retirement Solutions / Fiduciary... ...a team of investment professionals, fostering accountability... ...Management, Due Diligence, Financial Management, General... ...business discretion. Benefits PNC offers a...RetirementFull timeTemporary workPart timeWork experience placementWork at office
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