Financial Consultant: Retirement Benefits Group
Job
Equitable Advisors
Richmond, VA (In Person)
$90,105 Salary, Full-Time
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Job Description
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. 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. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights Client Engagement:
Cultivate and expand your network within established marketsProducts and Services Consultation:
Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needsClient Service and Implementation:
Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & servicesWork-Life Balance:
Flexible schedule to maximize productivity and personal timeLocation:
Working outside the office in local schools and municipalitiesSkills & Experience Education:
Bachelor's degree or equivalent skills and work experienceLicensing:
State Life & Health, SIE, Series 7, Series 66Personal Attributes:
values-driven with a track record of success and accomplishmentCommunication Skills:
excellent interpersonal and communication abilities with strong self-confidenceMindset:
entrepreneurial spirit with a desire to positively impact others' livesCollaboration:
ability to work with and learn from top performersWork Authorization:
must be authorized to work in theUnited States Training & Development FINRA Sponsorship:
provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on trainingVirtual University:
access to Equitable Advisors' Virtual University for continuous learningMentorship:
opportunities for joint work and mentorshipPersonalized 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 succeedLeadership Development:
access to Leadership Development School for those with management ambitionProfessional Growth:
encouragement to pursue professional designations such asCERTIFIED FINANCIAL PLANNER
™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach programCompensation & Benefits Sign-On Payment:
Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enterPEP Base Salary:
Annual salary for eligible financial professionals, empowering you to establish your career in wealth managementCommissions 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, as may be in effect from time to time. 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. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, 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. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.M/F/D/V. GE-7814452.1
(4/25)(Exp.4/29)Job Type:
Full-time Pay:
$24,850.00 - $125,000.00 per yearBenefits:
401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance Application Question(s): Will you now or will you in the future require employment visa sponsorship? Ability toCommute:
Richmond, VA 23226 (Required)Work Location:
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