The Connecticut Group
The Connecticut Group is a financial planning firm that provides advisory, accounting, insurance & business counseling services.
- Open roles
- 363
Job facts
- Location
- UNITED STATES-KS-KANSAS CITY
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at The Connecticut Group
*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