Job summary
Job post source
This job is directly from Equitable Advisors
Job overview
The Retirement Planning Associate at Equitable Advisors plays a crucial role in helping clients secure their financial well-being through tailored financial services and products.
Responsibilities and impact
Daily responsibilities include client relationship management, sales techniques, and market development, contributing to the overall mission of providing financial confidence to clients.
Compensation and benefits
Entry-level compensation includes a minimum wage during training and commission opportunities, with potential earnings averaging $62,000 in the first year, and comprehensive benefits after program completion.
Experience and skills
Candidates should be self-starters with strong interpersonal skills, integrity, and a desire to help others, with a preferred four-year degree and willingness to obtain necessary licenses.
Career development
There are opportunities for professional growth through training programs, certifications, and management roles within the company.
Work environment and culture
Equitable Advisors fosters an inclusive environment with a focus on diversity, community engagement, and work-life balance.
Company information
Equitable Advisors is a respected wealth management firm dedicated to helping clients achieve financial security through a range of financial services and products.
Team overview
The team consists of diverse financial professionals with varying backgrounds, emphasizing collaboration and support in achieving financial goals.
Job location and travel
The position is based in the United States with potential for remote work options.
Application process
Applicants must submit necessary documentation, including proof of authorization to work in the U.S., and navigate obtaining required state licenses.
Unique job features
The role offers unique training opportunities, access to remote-work technology, and the potential for leadership development.
Company overview
Equitable Advisors is a prominent financial services firm specializing in providing comprehensive financial planning, investment management, and insurance solutions to individuals and businesses. They generate revenue through advisory fees, asset management, and insurance premiums. Originally part of the Equitable Life Assurance Society founded in 1859, the company has evolved to become a key player in the financial services industry, emphasizing personalized client relationships and innovative financial strategies. Notably, Equitable Advisors is known for its commitment to professional development and robust training programs for its advisors.
How to land this job
Position your resume to showcase your results-driven mindset, strong work ethic, and desire to help others secure their financial futures, as these traits resonate with Equitable Advisors' mission.
Highlight any experience in client relationship management, sales techniques, and market development, as these are essential skills for a Retirement Planning Associate.
Apply through multiple channels like Equitable Advisors' corporate site and LinkedIn to maximize your visibility and opportunities for the position.
Connect with individuals in the financial division at Equitable Advisors on LinkedIn; you could ask about their experiences or inquire about the qualities they value in a candidate.
Use keywords from the job description such as 'financial planning', 'client relationship', and 'team player' to optimize your resume for ATS systems, ensuring it passes initial screenings.
Consider leveraging Jennie Johnson's Power Apply feature, which can tailor your application, identify the best channels for submission, and help connect you with relevant professionals on LinkedIn, making your job search more efficient.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.