Retirement Solution Specialist- Western Territory (WA, OR, CA, NV, AZ, UT, CO) (REMOTE)
Equitable AdvisorsUnited States • Washington, District of Columbia, United States • Oregon, United States • California, United States • Nevada, United States • Arizona, United States • Utah, United States • Colorado, United States
Posted March 13, 2026
60000 - 60000 USD
Full Time
About the Company
Equitable is a team committed to helping clients secure their financial well-being so that they can pursue long and fulfilling lives.
Job Description
The Retirement Solution Specialist will provide dedicated concierge support to targeted RBG advisors and their clients to increase in-force client contributions and re-engage non-contributors.
Requirements
- Bachelor’s degree in Finance, Business, or a related field
- Series 6, 63, life, health and variable required
- Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry
- Proven experience in financial services, particularly in retirement planning or sales support
Benefits
- Medical, dental, vision
- 401(k) plan
- Paid time off