Equitableposted 1 day ago
Full-time • Entry Level
Westlake, OH
About the position
Join Equitable Advisors, a leader in the wealth management industry, and make a real difference in people's lives while carving out your unique career path. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as 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, with the flexibility to design your own work-life balance and champion limitless income potential.
Responsibilities
- Cultivate and expand your network within established markets
- Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
- Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
- Maximize productivity and personal time with a flexible schedule
Requirements
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licensing
- Values-driven with a track record of success and accomplishment
- Excellent interpersonal and communication abilities with strong self-confidence
- Entrepreneurial spirit with a desire to positively impact others' lives
- Ability to work with and learn from top performers
- Must be authorized to work in the United States
Nice-to-haves
- Desire for professional growth and pursuit of designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC)
Benefits
- Comprehensive benefits programs including health, dental, and vision insurance
- 401(k) plan
- Employee Stock Purchase Plan (ESPP)
- Disability and life insurance
- Transportation Reimbursement Incentive Program (TRIP)
- Sign-On Payment based on licensing completion
- Base Salary for eligible financial professionals
- Commissions and bonuses in addition to annual salary
