What are the responsibilities and job description for the Planning associate position at Equitable Advisors?
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.
Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Retirement Planning Associate. As an entry level RBG Retirement Planning Associate, you can accelerate your own success.
Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as :
- Teachers
- School administrators
- Municipality employees
What it takes to be an Equitable Advisors’ Retirement Planning Associate
With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success.
We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform.
We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment.
- A four-year college degree is preferred but not required
- You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
- Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
- Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
- Ability to draw upon past / present experiences and acquaintances to develop markets and sustain long-term relationships
Benefits of working with us
- Compensation you control and a complete benefits package
- Personalized and comprehensive training and support in all areas important to building your business
- Sponsorship as well as coaching to obtain the licensing required for hire
- Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
- Ability to work jointly with senior joint-work partners and to be coached by top performers
- Advancement and management opportunities
- A work-life balance and access to a full suite of remote-work technology solutions
Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) / / Equitable Network, LLC / / Equitable Network Insurance Agency of California, LLC;
Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M / F / D / V.
GE-2827277.4 (7 / 23)(Exp.7 / 25)
Last updated : 2024-06-15
