Retirement Planning Associate - Retirement Benefits Group - PA, Philadelphia (3679)
Equitable AdvisorsLower Merion Township, Pennsylvania, United States
Posted January 9, 2026
Full Time
About the Company
Equitable Advisors is committed to making a difference in the lives of its people and their communities.
Job Description
Join Equitable Advisors to make a real difference in people's lives while carving out your unique career path. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors.
Requirements
- Client Engagement: Cultivate and expand your network within established markets
- Products and Services Consultation: Educate clients on our diverse financial products and services
- Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
- State Life & Health, SIE, Series 7, Series 66 licenses
- Bachelor's degree or equivalent skills and work experience
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability insurance
- Life insurance
- Transportation Reimbursement Incentive Program (TRIP)