7,255 Retirement Planning jobs in the United States

Join us to apply for the IL-Woodridge Comprehensive Retirement Planning Specialist role at American Senior Benefits .

This role involves providing guidance, support, and education to individuals approaching retirement. You will be trained to use proprietary systems to help clients safeguard their future. Supported by American Senior Benefits and The Integrity Marketing Group, you will receive training and support to build a career utilizing holistic planning and solutions for life, health, and wealth.

• Meet with clients to understand their concerns and retirement plans.
• Explain available benefits, coverage options, and investments.
• Educate clients on solutions, options, and associated risks.
• Recommend solutions from a portfolio of over 200 options using proprietary software.
• Maintain client relationships and adjust coverages as needed due to life changes.
• Collaborate with a team of back-office support.
• Keep detailed records in our software for client safety.
• Demonstrate a teachable spirit and eagerness to learn.
• Establish rapport quickly and build connections.
• Exhibit strong empathy and listening skills.
• Communicate effectively.

• High School Diploma or GED.

Our compensation plans are highly customizable and can be discussed directly with the agency owner. The annual salary range is USD $40,000 to USD $100,000.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Management and Manufacturing
• Industry: Insurance

Join to apply for the CT-Farmington Comprehensive Retirement Planning Specialist role at American Senior Benefits .

Provide guidance, support, and education to individuals facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career using holistic planning and solutions for life, health, and wealth.

Responsibilities include:

1. Meeting with clients to understand their concerns and plans.
2. Explaining benefits, coverage, and investment options available to clients.
3. Educating clients and answering questions about solutions, options, and risks.
4. Recommending solutions from a portfolio of over 200 options organized in proprietary software.
5. Maintaining client relationships and adjusting coverages as needed based on life changes.
6. Collaborating with a team of back-office support.
7. Maintaining detailed records for client safety in our software.

Qualifications include:

• Teachable spirit and a desire to learn.
• Ability to quickly establish rapport and build connections.
• Strong empathy and listening skills.
• Excellent communication skills.
• Minimum education: High School Diploma or GED.

Our compensation plans are highly customizable and may be discussed directly with the agency owner. The salary range is USD $40,000.00 - USD $100,000.00 per year.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Management and Manufacturing
• Industry: Insurance

• Meet with clients to determine their concerns and plans.
• Explain to potential clients the types of benefits, coverage, and investments available to them.
• Educate clients and answer questions about solutions, options and potential risks.
• Recommend solutions from a portfolio of over 200 options organized in propriatary software.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Work well with a team of back office support.
• Maintain detailed records for client safety in our software.

• A teachable spirit, and thirst to learn.
• The ability to quickly establish rapport and build connections.
• Strong empathy and listening skills.
• Above average communication skills.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Minimum education is a High School Diploma or GED

• Meet with clients to determine their concerns and plans.
• Explain to potential clients the types of benefits, coverage, and investments available to them.
• Educate clients and answer questions about solutions, options and potential risks.
• Recommend solutions from a portfolio of over 200 options organized in propriatary software.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Work well with a team of back office support.
• Maintain detailed records for client safety in our software.

• A teachable spirit, and thirst to learn.
• The ability to quickly establish rapport and build connections.
• Strong empathy and listening skills.
• Above average communication skills.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Minimum education is a High School Diploma or GED

• Meet with clients to determine their concerns and plans.
• Explain to potential clients the types of benefits, coverage, and investments available to them.
• Educate clients and answer questions about solutions, options and potential risks.
• Recommend solutions from a portfolio of over 200 options organized in propriatary software.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Work well with a team of back office support.
• Maintain detailed records for client safety in our software.

• A teachable spirit, and thirst to learn.
• The ability to quickly establish rapport and build connections.
• Strong empathy and listening skills.
• Above average communication skills.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Minimum education is a High School Diploma or GED

**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

**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

Retirement Planning Associate - Retirement Benefits Group - IL, Deerfield (2348) ( PIN_19137 )

Primary Location : UNITED STATES-IL-Deerfield

Organization : Equitable Advisors

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

Qualifications

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: $250-$,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- .1(4/25)(Exp.4/29)

Req ID: PIN_19137

Retirement Planning Associate - Retirement Benefits Group - AZ, Scottsdale (5020) ( U )

Primary Location : UNITED STATES-AZ-SCOTTSDALE

Organization : Equitable Advisors

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

Qualifications

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 : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP

• Base Salary : Annual salary for eligible financial professionals, empowering you to establish your career in wealth management

• Commissions and Bonus : In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.

• Benefits : Comprehensive benefits programs for eligible financial professionals 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.

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- .1(4/25)(Exp.4/29)

Req ID: U