Skip to Main Content

Job Title


Retirement Planning Associate


Company : Equitable Advisors


Location : Columbus, OH


Created : 2024-06-22


Job Type : Full Time


Job Description

Equitable AdvisorsCompany OverviewEquitable Advisors is a leader in helping individuals and businesses address their financial goals throughfinancial strategies, investment services and risk management. We have more than 40 branches across thecountry employing approximately 5,000 financial professionals- providing services of financial, retirement,estate planning strategies' asset allocation, annuities; life insurance and mutual funds as well as fee basedmanaged accounts.We believe in a holistic approach to financial planning that takes into account every facet of our clients' lives:their purpose and goals, their lifestyle and wellness, and lastly, their financial resources. This means that thework you do not only helps your clients make smarter decisions in their financial lives, it helps them focus onthe people and the passions in their lives that matter most to them.DescriptionWe're looking for highly motivated, results-driven individuals who want the opportunity to establish andpotentially grow a book of business with the support and strength of one of the nation's leading financialservices firms.o Analyze financial information obtained from clients to determine strategies, products and services tohelp clients meet their financial objectives.o Provide information/education to clients about the purpose and details of financial products, servicesand strategies.o Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoingbasis.o Contact clients periodically to determine if there have been changes in their financial status.o Provide knowledgeable, objective financial guidance and customized strategies to consumer segmentsthat demand high quality serviceIndividuals who excel at Equitable Advisors come from many different professional backgroundsincluding:o Lawo Brokerageo Bankingo Managemento AccountingJob Requirementso 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 (otherdesignations a plus)o Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desireto help others plan for and protect their financial futureso Team player who possesses excellent interpersonal skills and communication abilities, with a highdegree of self-confidenceo Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long term relationshipsNote -- 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 FinancialAdvisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SECregisteredinvestment advisor. Annuity and insurance products offered through Equitable Network, LLC. an EquitableAdvisors is an equal opportunity employer M/F/D/V. GE- 3702679 (8/21)(Exp.7/24)