Educated Wealth Strategies
Educated Wealth Strategies offers financial services for education professionals, focusing on financial planning and investment strategies.
- Open roles
- 398
Job facts
- Location
- Boston, Massachusetts, United States of America
Last verified live 1 week, 6 days ago · checked directly on the company's Oracle Taleo
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Financial Professional - Retirement Benefits Group - MA, Boston (5044)
at Educated Wealth Strategies
** 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