Financial Consultant - Retirement Benefits Group
$24kEquitable 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 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 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. 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. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, is an equal opportunity employer. #J-18808-Ljbffr Equitable Advisors
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- ...About the Role As a Financial Planner at Northwestern Mutual, you... ...Key Responsibilities Client Consultation: Engage with clients to understand... ...investments, insurance, and retirement. Insurance Solutions:... ...and sponsorship available). Benefits Professional Development: Access...RetirementWork at officeWork from homeVisa sponsorshipFlexible hours
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...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...& Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis... ...tuition fees and books. Compensation & Benefits Performance‑based earnings and revenue:...RetirementWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...management, including planning for retirement, education, legacy, and other life goals... ...information about certain Bank of America benefits. Receipt of this document does not...RetirementWork at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...& Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis... ...fees and books. Compensation & Benefits Performance-based earnings and revenue...RetirementFull timeContract workFor contractorsWork at office- A leading financial services firm in Boca Raton is seeking a Financial Professional for the Retirement Benefits Group. This role focuses on client engagement and financial consultation, requiring a Bachelor's degree and relevant licensing. The position offers extensive...RetirementFlexible hours
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...relationships with affluent clients, providing tailored financial solutions, and ensuring compliance with regulations.... ...of $72,880.00 - $109,320.00, alongside comprehensive employee benefits including medical coverage and retirement plans. #J-18808-Ljbffr Citigroup Inc.Retirement- PNC Financial Services is seeking a Personal Banker for their Boca Raton branch. This role focuses on acquiring and... ...a collaborative workplace culture and comprehensive benefits including medical coverage, retirement plans, and paid time off. Join PNC and make a difference...Retirement
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$70k
...PWM and Retail bank through the use of financial planning and excellent discovery and profiling... ...Series 7, 66 (or 63 and 65) licenses Group 1 insurance This position requires the... ...awards. Citi offers competitive employee benefits, including medical, dental & vision...Full timeWork at office- ...About the Role Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are... ...year average) Passive income opportunities and bonus programs Retirement savings program and more Our Commitment to Diversity Bankers...RetirementWork at officeFlexible hours
- ...Wealth Associate - The Lerner Group 5200 Town Center Cir, Boca... ...Pet Insurance Flexible Benefits (FSA, Pre-tax transportation... ...that provides investment, financial and retirement planning services to individuals... ...family offices, and 401(k) consulting and cash management...RetirementPermanent employmentWork at officeLocal areaFlexible hours
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...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...regional financial advisors. You’ll benefit from the experience that comes from over... ...financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts:...RetirementWork at officeWork from homeHome officeFlexible hours$50k
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Acts Retirement-Life Communities in Boca Raton, Florida is looking for a qualified Registered Nurse (RN) to join their team. In this role... ...health and hold a valid Physical Therapist Assistant license. Benefits include health insurance, 401(k) with company match, paid time...RetirementHourly pay- ...an active Florida PT license and skills in team collaboration. The position offers a competitive compensation package, health benefits, retirement plans, and opportunities for professional growth. Join us in delivering exceptional care! #J-18808-Ljbffr ThelegacyatbocaRetirement
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- ...dedicated to helping individuals gain financial clarity and long-term security through... ...financial planning solutions, including retirement planning, investment strategies, and other... ...include conducting client consultations, analyzing financial data, creating customized...RetirementFull timeWork at office
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