Financial Professional - Retirement Benefits Group - Pa, Philadelphia (3577)

Equitable Holdings

Philadelphia, PA, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Financial planning skills
The role involves advising clients on retirement benefit strategies and financial planning solutions

Job Summary

  • The role involves advising clients on retirement benefit strategies and financial planning solutions.
  • Candidates will manage relationships with corporate groups to deliver tailored retirement services.
  • Equitable Holdings offers a comprehensive benefits package and opportunities for professional growth.

Matching Summary

The role involves advising clients on retirement benefit strategies and financial planning solutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement benefits expertise
  • client relationship management
  • financial planning skills

Nice-to-have

  • strong communication abilities
  • proven sales track record
  • industry certifications preferred

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 6 and Series 63 licenses required
  • Minimum years of experience in financial services

Work Rights

Not specified

Tailored Resume

Cover Letter