Financial Professional - Retirement Benefits Group - Charlotte, Nc (5087)

Equitable Holdings

Charlotte, NC, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Financial planning skills
Client relationship management
This role focuses on providing retirement benefits solutions within the Financial Professional - Retirement Benefits Group

Job Summary

  • This role focuses on providing retirement benefits solutions within the Financial Professional - Retirement Benefits Group.
  • The position requires managing client relationships and delivering comprehensive financial advice to meet retirement goals.
  • Equitable Holdings offers a dynamic environment for professionals dedicated to helping clients secure their financial future.

Matching Summary

This role focuses on providing retirement benefits solutions within the Financial Professional - Retirement Benefits Group.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • strong communication abilities
  • sales experience preferred
  • team collaboration mindset

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 6 and Series 63 licenses required
  • Proven track record in financial sales

Work Rights

Not specified

Tailored Resume

Cover Letter