Financial Professional - Retirement Benefits Group - MA, Boston (5198)
Boston, Massachusetts, United States · On-site
Entry level
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Director, Client Account Management – Transfer Agency
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$100k–$215k/yr
Senior+$750M raised
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Description Housing Stability Coordinator- Rent Collection SCHEDULE: 40 hours, Monday - Friday. 8:30AM - 5:00PM Pays $25.12 - $28.13 per hour DOE (Salary ranges provided are based on relevant experience and skill set) LO…
The financial professional will cultivate and expand a client network within established markets while educating clients on diverse financial products and services. They are responsible for analyzing client data and implementing tailored financial solutions to meet the retirement needs of professionals in education, healthcare, and government sectors.
Requirements
Candidates must hold a bachelor's degree or equivalent experience and possess or be willing to obtain necessary FINRA licenses including SIE, Series 7, and Series 66. Strong interpersonal skills, an entrepreneurial mindset, and the ability to work effectively with others are essential for success in this role.
Full job description
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights • Client Engagement: Cultivate and expand your network within established markets • Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services • Work-Life Balance: Flexible schedule to maximize productivity and personal time • Location: Working outside the office in local schools and municipalities
Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience • Licensing: State Life & Health, SIE, Series 7, Series 66 • Personal Attributes: values-driven with a track record of success and accomplishment • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence • Mindset: entrepreneurial spirit with a desire to positively impact others' lives • Collaboration: ability to work with and learn from top performers • Work Authorization: must be authorized to work in the United States
Training & Development • FINRA Sponsorship: provided for required FINRA licensing • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training • Virtual University: access to Equitable Advisors' Virtual University for continuous learning • Mentorship: opportunities for joint work and mentorship • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed • Leadership Development: access to Leadership Development School for those with management ambition • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. • Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional. • Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus. • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Culture and Community Impact Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)
At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for.
Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-8900297.1 (4/26)(Exp. 4/30)
How much do Finance & Accounting jobs in Boston, MA pay?
Based on 2277 listings with disclosed salaries, most finance & accounting jobs in Boston, MA pay between $74k–$200k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Boston, MA right now?
There are currently 2,688 open finance & accounting positions in Boston, MA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Boston, MA?
Companies currently hiring include State Street, Bank of America, Wellington Management, Liberty Mutual Insurance, MassDEP, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Boston, MA?
Yes — 1390 of the 2688 open finance & accounting positions offer remote or hybrid work (177 remote, 1213 hybrid).
How do I apply for Finance & Accounting jobs in Boston, MA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.