Financial Professional - Retirement Benefits Group
Equitable Advisors
Financial Professional - Retirement Benefits Group - FL, Boca Raton (5144) (240000MU) 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 and 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 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 : 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. Benefits and Culture 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, employee resource groups, and community engagement programs such as 1,000 Hours of Giving Back 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. Equal Opportunity Employer. M/F/D/V. #J-18808-Ljbffr Equitable Advisors
- A leader in the wealth management industry is seeking a Financial Professional for its Retirement Benefits Group in Boca Raton, FL. This role involves engaging clients, providing tailored financial advice, and ensuring excellent service to meet diverse retirement needs...RetirementFlexible hours
- A leading financial services firm in Boca Raton is seeking a Financial Professional within the Retirement Benefits Group. This role involves engaging clients, analyzing financial data, and providing tailored services to meet retirement needs. An entrepreneurial mindset...RetirementFlexible hours
- 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
- A leading wealth management firm in Boca Raton is seeking a Financial Professional to join their Retirement Benefits Group. The candidate will focus on client engagement, educating clients about financial products, and analyzing client data while ensuring confidentiality...RetirementFlexible hours
- Equitable Advisors in Boca Raton, FL, is looking for a Financial Professional in the Retirement Benefits Group. The role involves cultivating client relationships, educating clients on financial products, and implementing tailored services. Candidates should have a Bachelor...RetirementFlexible hours
$36.7k - $61.3k
...successful career. These are some of the benefits we are delighted to offer: Health... ...for medical, dental and vision benefits Retirement Benefits: 401(k) with match and an Employee... ...each to participate in Employee Resource Groups and to volunteer with your charity of choice...RetirementContract workTemporary workWork at officeLocal area- ...competitive salaries and a comprehensive benefit package including health, vision, dental and life insurance, 401K retirement program, paid vacation and... ...Manager to join our multidiscipline group of dedicated design-build professionals to round out our engineering...RetirementFor contractorsH1bWork at office
- ...Description Job Description Benefits: Dental insurance... ...Vision insurance At Snow Financial Group, a growing District of Northwestern... ...organization where professional growth is prioritized. We create... ..., insurance, and retirement. Insurance Solutions: Recommend...RetirementWork at officeLocal areaWork from homeFlexible hours
$76k - $193k
...Description Job Description Benefits: Retirement Bonus based on performance... ...Healthcare Expertise into Financial Services with Striano Financial Group of Northwestern Mutual! Leverage... ...Direct Client Relationships: Professionals from healthcare are drawn to...RetirementWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours- ...support to one or more Financial Advisors, working... ...referrals. Adhere to professional and ethical standards... ...and investment fields. BENEFITS Eligible employees are... ...insurance, disability, and retirement options. Additional... ...IER Right to Work. #J-18808-Ljbffr LRP Media GroupRetirementTemporary workWork at office
$160k - $200k
...The Templeton Global Equity Group follows a forward‑looking, price... ...of a company's business and financial position, including cash‑flow... ...match, comprehensive benefits, and a wide range of healthcare... ...and vision insurance. 401(k) retirement plan with 85% company match (...RetirementFull timeRemote workWorldwideFlexible hours- ...managed portfolio. EOE. Benefits Medical, Dental and... ...401k or Roth IRA Retirement Savings Plan (with company... ...of monthly financial reporting. Ensure all... ...with various ownership groups. The final financial... ...environment Maturity, professionalism, and high level of discretion...RetirementWork at office
$32 per hour
Excelsior Care Group is seeking a Licensed Practical Nurse (LPN) at Boca Circle Rehabilitation Center in Boca Raton, FL. In... ...team with competitive pay up to $32 per hour and benefits like 401(k) retirement plan, paid time off, and comprehensive medical coverage. Make...RetirementHourly payFlexible hours$76k - $193k
Benefits Retirement Bonus based on performance Company parties Dental insurance Flexible... ...Join the Winning Team with Striano Financial Group of Northwestern Mutual! Are you an... ...This resilience translates well to the professional world, where overcoming obstacles...RetirementWork at officeLocal areaFlexible hours- Reyes Beverage Group is hiring a Human Resources Generalist for their onsite Deerfield Beach location... .... The company offers a comprehensive benefits package including medical, dental, vision coverage, and a retirement plan with matching contributions. #J-18808-Ljbffr...RetirementFull time
- ...Job Description Job Description Benefits: Retirement/Pension Dental insurance Health... ...Join the Winning Team at Snow Financial Group of Northwestern Mutual - Boca Raton,... ..., active community involvement, and professional associations. Qualifications: We...RetirementLocal areaWork from homeFlexible hours
$160k - $350k
...Director/Partner, Employee Benefit Plans and Compensation... ...and Benefits Group/ppSupervises: Senior Managers... ...that provides expert financial advisory to companies... ...compensation, retirement planning and employee... ...environment, promoting professional development./liliAdvise...RetirementFull timeRemote work- Senior Financial Planning Consultant (Boca Raton, FL... ...income tax consulting, retirement planning, qualified... ...position is eligible for a benefits package that may... ...all levels to:- Grow professionally and inspire others to... ...enriching networking groups to prioritizing...RetirementTemporary workWork experience placement
$91.8k - $171k
LRP Media Group is hiring a Director, SR Treasury Sales Consultant in Boca... ...in treasury, risk management, or financial operations, along with a Bachelor... ...yearly, alongside comprehensive benefits including health insurance and retirement plans. #J-18808-Ljbffr LRP Media...Retirement$75k - $90k
...Responsibilities:* Participate in professional networks and working groups to remain current on evolving regulations... ...-related duties as assigned.**FAU Benefits and Perks**If Benefits & Perks are... ...(EAP) and much more.* State retirement options including tax-deferred...RetirementFull timeContract workWork at officeLocal areaMonday to FridayFlexible hours- Job Description Financial Services Representative Have a passion for... ...from licensing coaches, group and individualized study plans... ...Our Investments in You Our benefit programs are crafted to help... ...governing securities, investment and retirement-related financial activities...RetirementWork at officeRemote workWork from home1 day per week
$58.5k
...Benefits Analyst The Benefits Analyst supports the day-to-day... ...administration of health and retirement programs within a shared services... ...information with professionalism and discretion. Collaborative... ...information. About The ODP Group : The ODP Group is a...RetirementWork at officeRemote work$100.1k - $150k
...TransUnion's Specialized Risk Group (SRG) solutions, supporting... ...organizations #Li-TE1 Benefits that support every part of your... ..., mental, social, and financial wellness. We are committed... ...in the driver's seat of their professional development- while having access...Full timeWork experience placementWork at officeFlexible hours2 days per week- ...accounting, have 3-5 years of public accounting experience, and demonstrate proficiency in QuickBooks and Excel. Benefits include health insurance and a retirement plan. Join a dynamic team dedicated to accurate financial management. #J-18808-Ljbffr GEORGE R PONCZEK CPA PARetirement
- ...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
$120k - $140k
...field teams to ensure accurate financial reporting. Key... ...an environment that values professional development. If you’re looking... ...this is the team for you. Benefit packages for this role will... ...DCFSA account options, and 401k retirement account access with employer...RetirementFull time$80k - $85k
...for supporting the preparation of accurate financial reporting, month‑end close activities,... ...financial reporting processes preferred Benefits Discretionary bonuses Medical, dental, and vision benefits 401(k) retirement plan #J-18808-Ljbffr Vaco Recruiter ServicesRetirement- ...Great opportunity for a CT professional to work in an organization that... ...served include all age groups (Infant through Older Adults... ...Position Highlights and Benefits: Comprehensive benefit... ...your first day of work Retirement savings program with employer...RetirementFull timeLocal areaRelocation packageShift work
$112.2k - $137.2k
...bid multiple projects. You will work under an experienced professional that will provide you with opportunity to learn the department... ...Pittsburgh PA this ranges from $112,200-$137,200.00 plus benefits and retirement program. For Atlanta GA, Maryland, Boca Raton FL, North...RetirementContract workFor contractorsFor subcontractorRelocation$85k - $105k
...Wealthspire is a leading wealth management, retirement advisory, and business management firm... ...meet clients wherever they are in their financial journey. Wealthspire is redefining the... ...and financial reporting needs of a select group of high-net-worth families, accomplished...RetirementWork at office
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