Retirement Planning Associate
Equitable Advisors - philadelphia, PA
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OverviewWe are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. With us, you will be a part of a recognized and respected company that offers:o Compensation you control and a complete benefits packageo Personalized and comprehensive training and support in all areas important to building your business o Sponsorship as well as coaching to obtain the licensing required for hire o Ability to focus in numerous areas from being a Certified Financial Planner professional, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus o Ability to work jointly with senior joint-work partners and to be coached by top performers o Advancement and management opportunitieso A work-life balance and access to a full suite of remote-work technology solutions You can build your career on your own terms. No strict 9 to 5. No one-track path. No corporate ladder. Our growing field force enjoys the flexibility and balance our company provides. We believe success and maintaining a healthy lifestyle go hand-in-hand. ResponsibilitiesAs a Financial Professional, you will: o Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives o Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis o Contact clients periodically to determine if there have been changes in their financial status. o Sell financial products and services including life insurance and annuities and investment options What It Takes to Be an Equitable Advisors' Financial Professionalo A four-year college degree is preferred but not requiredo You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) o 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 futureso Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidenceo Ability to draw upon pastpresent experiences and acquaintances to develop markets and sustain long-term relationships Note -- applicants must be authorized to work in the United States. Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer MFDV. GE-3702698 (0821) (Exp.0823) Keywords: Series 7, Sales Manager, Insurance Agent, Insurance Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representatives, Business Development
Created: 2024-10-04