Retirement Planner – Retirement Benefits Group - Fl, Jacksonville (3942)

Equitable Holdings

Jacksonville, FL, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Financial planning strategies
The role involves advising clients on retirement planning and managing their benefit portfolios

Job Summary

  • The role involves advising clients on retirement planning and managing their benefit portfolios.
  • Candidates will work within the Retirement Benefits Group to deliver comprehensive financial solutions.
  • This position requires a deep understanding of retirement products and regulatory requirements.

Matching Summary

The role involves advising clients on retirement planning and managing their benefit portfolios.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • strong communication skills
  • proven track record in sales
  • knowledge of compliance regulations

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter