Retirement Planning Associate - Retirement Benefits Group - PA, Philadelphia (3679) na Equitable Advisors

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**

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 markets
• Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Work-Life Balance:  Flexible schedule to maximize productivity and personal time
• Location: Working outside the office in local schools and municipalities

%3Cp%3E%3Cstrong%3E%3Cspan style=%22font-size: 16px;%22%3ESkills %26amp; Experience%3C/span%3E%3C/strong%3E%3Co:p%3E%3C/o:p%3E%3C/p%3E%0A%3Cul type=%22disc%22%3E%0A%3Cli%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EEducation%3C/strong%3E:%26nbsp;Bachelor%27s degree or equivalent skills and work experience%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3ELicensing%3C/strong%3E:%26nbsp;State Life %26amp; Health, SIE, Series 7, Series 66%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EPersonal Attributes%3C/strong%3E:%26nbsp;values-driven with a track record of success and accomplishment%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3ECommunication Skills%3C/strong%3E:%26nbsp;excellent interpersonal and communication abilities with strong self-confidence%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EMindset%3C/strong%3E:%26nbsp;entrepreneurial spirit with a desire to positively impact others%27 lives%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3ECollaboration%3C/strong%3E:%26nbsp;ability to work with and learn from top performers%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EWork Authorization%3C/strong%3E:%26nbsp;must be authorized to work in the United States%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp%3E%3Cstrong%3E%3Cspan style=%22font-size: 16px;%22%3ETraining %26amp; Development%3C/span%3E%3C/strong%3E%3Co:p%3E%3C/o:p%3E%3C/p%3E%0A%3Cul%3E%0A%3Cli%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EFINRA Sponsorship%3C/strong%3E: provided for required FINRA licensing%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EPreliminary Employment Period (PEP)%3C/strong%3E: comprehensive 120-day hands-on training%3C/span%3E%3C/li%3E%0A%3Cli style=%22font-family: Arial;%22%3E%3Co:p%3E%3C/o:p%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EVirtual University%3C/strong%3E: access to Equitable Advisors%27 Virtual University for continuous learning%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli style=%22font-family: Arial;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EMentorship%3C/strong%3E:%26nbsp;opportunities for joint work and mentorship%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli style=%22font-family: Arial;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EPersonalized Coaching%3C/strong%3E: 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 succeed%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli style=%22font-family: Arial;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3ELeadership Development%3C/strong%3E: access to Leadership Development School for those with management ambition%3C/span%3E%3C/li%3E%0A%3Cli style=%22font-family: Arial;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EProfessional Growth%3C/strong%3E:%3Cspan style=%22text-indent: -0.25in;%22%3E%26nbsp;%3C/span%3E%3Cspan style=%22text-indent: -0.25in;%22%3Eencouragement to pursue professional designations such as %3C/span%3E%3Cspan style=%22text-indent: -0.25in;%22%3ECERTIFIED FINANCIAL PLANNER%26trade; (CFP%26reg;), %3C/span%3E%3Cspan style=%22text-indent: -0.25in;%22%3EChartered Financial Consultant (ChFC) %3C/span%3E%3Cspan style=%22text-indent: -0.25in;%22%3Eand Equitable Advisors%26rsquo; own Credentialed Holistic Financial Coach program%26nbsp;%3C/span%3E%3Cspan%3E%3Cspan%3E%26nbsp;%3C/span%3E%3C/span%3E%3C/span%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp class=%22MsoNormal%22 style=%22margin-bottom: 0in;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3E%3Cspan style=%22mso-ascii-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black; mso-themecolor: text1;%22%3ECompensation %26amp; Benefits%3C/span%3E%3C/b%3E%3C/span%3E%3C/p%3E%0A%3Cul%3E%0A%3Cli class=%22MsoNormal%22 style=%22font-family: Arial;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3E%3Cspan style=%22mso-ascii-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black; mso-themecolor: text1;%22%3E%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/b%3E%3Cstrong%3ESign-On Payment%3C/strong%3E: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP%3C/span%3E%3C/li%3E%0A%3Cli%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EBase Salary%3C/strong%3E:%26nbsp;Annual salary for eligible financial professionals, empowering you to establish your career in wealth management%3C/span%3E%3C/li%3E%0A%3Cli style=%22font-family: Arial;%22%3E%3Co:p%3E%3C/o:p%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3ECommissions and Bonus%3C/strong%3E: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.%26nbsp;%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/li%3E%0A%3Cli style=%22font-family: Arial;%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cstrong%3EBenefits%3C/strong%3E: 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. %26nbsp;%3C/span%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cb%3E%3Cspan style=%22mso-ascii-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black; mso-themecolor: text1;%22%3EOur Culture and Community Impact%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/b%3E%3C/span%3E%3C/p%3E%0A%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22font-size: 16px;%22%3E%3Cspan style=%22mso-ascii-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black; mso-themecolor: text1;%22%3EEquitable Advisors is committed to making a difference in the lives of its people and their communities. %3C/span%3E%3Cspan style=%22mso-ascii-font-family: Calibri; mso-fareast-font-family: %27Times New Roman%27; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black; mso-themecolor: text1; mso-font-kerning: 0pt; mso-ligatures: none;%22%3EWe value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like %221,000 Hours of Giving Back,%22 %3C/span%3E%3Cspan style=%22mso-ascii-font-family: Calibri; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black; mso-themecolor: text1; background: white;%22%3Esponsored by our Women%26rsquo;s Network, and %26ldquo;Equitable Excellence,%26rdquo; %3C/span%3E%3Cspan style=%22mso-ascii-font-family: Calibri; mso-fareast-font-family: %27Times New Roman%27; mso-hansi-font-family: Calibri; mso-bidi-font-family: Calibri; color: black; mso-themecolor: text1; mso-font-kerning: 0pt; mso-ligatures: none;%22%3Ewhich awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/span%3E%3C/p%3E%0A%3Cp class=%22MsoNormal%22%3E%3Cspan style=%22font-size: 10.0pt; line-height: 107%;%22%3E%3Cspan style=%22font-size: 12px;%22%3EEquitable 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 %26amp; TN) is an equal opportunity employer.%3Cspan style=%22mso-spacerun: yes;%22%3E%26nbsp; %3C/span%3EM/F/D/V.%3Cspan style=%22mso-spacerun: yes;%22%3E%26nbsp; %3C/span%3EGE-7814452.1(4/25)(Exp.4/29)%3C/span%3E%3Co:p%3E%3C/o:p%3E%3C/span%3E%3C/p%3E Candidatar-se agora