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Equitable
Boston, MA, United States
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) Financial Professional. People who work
Job Source: EquitableMassMutual
Boston
**The Opportunity** We’re seeking a Retirement Plan Consultant to join our team, where your ability to be agile and accountability will be key to your success. You’ll be the face of the Workplace Retirement Solutions, collaborating and supporting the General Agents and Advisors on a day-to-day basis. You will also work with key internal partners to
Job Source: MassMutualSentinel Group
Wakefield
Job Description Job Description Location Note: Hybrid or Remote The Purpose of Your Role: Do you want to work for a fun, growing organization where people truly make a difference? The Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting their retirement plan administration and rec
Job Source: Sentinel GroupHUB International
Norwell, MA, United States
About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming
Job Source: HUB InternationalAtlantic Group
Boston, MA, United States
Role Overview: Our client, a leading provider of transportation services, is seeking a Compensation and Retirement Plan Manager to oversee the administration and compliance of U.S. retirement plans. This role will be based in their Boston office with a hybrid schedule requiring at least three days per week on-site. Compensation: $110,000.00 - $1
Job Source: Atlantic GroupLincoln Financial Group
Boston, MA, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Hartford, CT (Connecticut) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 73261 The Role at a Glance We are excited to bring on an Accoun
Job Source: Lincoln Financial GroupAscensus
Boston, MA, United States
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding l
Job Source: AscensusWolters Kluwer
Boston
**LOCATION:** Remote U.S. locations **OVERVIEW** This position assists the efforts of the managed services team in providing compliance administration services for defined contribution plans (401k, 403b, Money Purchase, etc). The position will be tasked with all aspects of plan administration from validating census data, compliance testing, trust a
Job Source: Wolters KluwerBoston, MA, United States
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) Financial Professional.
People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG).
As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. 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
Qualifications
What it takes to be an Equitable Advisors' Financial Professional
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 Competitive compensation package, which includes base pay, commissions and benefits
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
You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, are Equal Opportunity Employers M/F/D/V. GE- 6572371.1 (4/24)(Exp.4/26)
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Email Alert for Retirement Planning Associate - Retirement Benefits Group - MA, Boston (3881) jobs in Boston, MA, United States
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