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Financial Professional – Retirement Benefits Group

Remote, USA Full-time Posted 2025-11-24

Equitable Advisors is a leader in the wealth management industry, focusing on making a positive impact in people's lives. The Financial Professional in the Retirement Benefits Group will engage with clients, educate them on financial products, and ensure their retirement needs are met.


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
  • Flexible schedule to maximize productivity and personal time

Skills

  • 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

Benefits

  • Health, dental and vision
  • 401(k)
  • Employee Stock Purchase Plan (ESPP)
  • Disability
  • Life Insurance
  • Transportation Reimbursement Incentive Program (TRIP)

Company Overview

  • We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. It was founded in undefined, and is headquartered in , with a workforce of 5001-10000 employees. Its website is https://equitable.com/about-us/careers/equitable-advisors.

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