Impactful Wealth Consultant: Licensing Path & Flex Schedule

Equitable Advisors; Fort Worth (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health, dental and vision coverage

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking an ambitious professional to join The Retirement Benefits Group (RBG) to engage with clients, educate them on financial products, and implement tailored retirement solutions. The role emphasizes building trusted relationships in education, healthcare, and government sectors and requires FINRA licensing path through our sponsor programs.

You will receive comprehensive training, mentorship, and a clear path to CFP/ChFC designations, with a base salary plus commissions

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Entrepreneurial mindset with desire to positively impact others.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products to meet their needs.
• Analyze and manage client data, ensure confidentiality, implement suitable solutions.
• Flexible schedule to maximize productivity and personal time.
• Work with local schools and municipalities outside the office.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent experience

Job description

Equitable Advisors is seeking an ambitious professional to join The Retirement Benefits Group (RBG) to engage with clients, educate them on financial products, and implement tailored retirement solutions. The role emphasizes building trusted relationships in education, healthcare, and government sectors and requires FINRA licensing path through our sponsor programs.

You will receive comprehensive training, mentorship, and a clear path to CFP/ChFC designations, with a base salary plus commissions