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Ascensus
Philadelphia, PA, United States
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding l
Job Source: AscensusLincoln Financial Group
Radnor, PA, United States
Be Aware of Fraudulent Recruiting Activities : Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln
Job Source: Lincoln Financial GroupThe Judson Group
, PA, United States
Senior Retirement Plan Consultant | Pittsburgh, Pennsylvania Reference Number: MHH7327 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a nationally recognized wealth management and retirement plan consulting firm located in Pittsburgh in the search for a Senior Retirement Plan Consultant . This candidate will have the unique
Job Source: The Judson GroupAscensus
Philadelphia, PA, United States
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding l
Job Source: AscensusAscensus
Philadelphia, PA, United States
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusWolters Kluwer
Philadelphia
**LOCATION:** The work schedule for this full-time position is hybrid requiring attendance in the office 3-days per week. Office locations are Chicago IL, Philadelphia PA, or New York City NY. This are no remotely based options. **OVERVIEW** You will manage the design, administration, communications, and compliance of retirement plans in the Americ
Job Source: Wolters KluwerAscensus
Philadelphia, PA, United States
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and re
Job Source: AscensusAscensus
, PA, United States
Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately.
Job Source: AscensusPhiladelphia, PA, United States
Overview
We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.
With us, you will be a part of a recognized and respected company that offers:
o Compensation you control and a complete benefits package
o Personalized and comprehensive training and support in all areas important to building your business
o Sponsorship as well as coaching to obtain the licensing required for hire
o Ability to focus in numerous areas from being a Certified Financial Planner professional, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
o Ability to work jointly with senior joint-work partners and to be coached by top performers
o Advancement and management opportunities
o A work-life balance and access to a full suite of remote-work technology solutions
You can build your career on your own terms. No strict 9 to 5. No one-track path. No corporate ladder. Our growing field force enjoys the flexibility and balance our company provides. We believe success and maintaining a healthy lifestyle go hand-in-hand.
Responsibilities
As a Financial Professional, you will:
o Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
o Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
o Contact clients periodically to determine if there have been changes in their financial status.
o Sell financial products and services including life insurance and annuities and investment options
What It Takes to Be an Equitable Advisors' Financial Professional
o A four-year college degree is preferred but not required
o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
o Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Note -- applicants must be authorized to work in the United States.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE-3702698 (08/21) (Exp.08/23)
Keywords: Series 7, Sales Manager, Insurance Agent, Insurance Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representatives, Business Development
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Email Alert for Retirement Planning Associate jobs in Philadelphia, PA, United States
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