Financial Planner

About Equitable Advisors Equitable Advisors is a leader in the wealth‑management industry that embraces the power of positive impact. The Retirement Benefits Group (RBG) serves professionals in education, healthcare, government and other key sectors, ensuring they have the retirement security they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Our culture promotes flexibility, limitless income potential, and the ability to design your own work‑life balance. 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 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 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’ 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 FINRA licenses and registrations Base Salary: After successfully completing PEP, you will become a 20th Edition RBG financial professional with an annual salary of $24,000 Commissions and Bonus: Eligible to earn commissions and bonus on top of the base salary Benefits Eligibility: Eligible to participate in comprehensive benefits programs, including health, dental and vision; 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP) 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, and support community engagement initiatives such as “1,000 Hours of Giving Back” and “Equitable Excellence,” which awards 200 college scholarships annually. Job Details Seniority Level: Entry level Employment Type: Full‑time Job Function: Sales and Finance Industries: Business Consulting and Services; Financial Services Equitable Advisors EEO Statement Equitable Advisors, LLC, member FINRA, SIPC, is an equal opportunity employer. M/F/D/V.GE-7814452.1(4/25)(Exp.4/29) #J-18808-Ljbffr