Retirement Benefits Advisor - Flexible Wealth Manager

Equitable Advisors; Fort Worth (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental and vision

401(k) and ESPP

Disability and life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Fort Worth seeks a Financial Professional to join the Retirement Benefits Group. You will educate clients on retirement planning and tailor solutions to meet needs while building strong relationships.

This role emphasizes a flexible schedule, FINRA licensing sponsorship, mentorship, and clear paths to advanced designations as you grow a career in wealth management.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: values-driven with a track record of success and accomplishment
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

Responsibilities

• Role Highlights: Client Engagement – Cultivate and expand your network within established markets
• Role Highlights: Products and Services Consultation – Educate clients on our diverse financial products and services
• Role Highlights: Client Service and Implementation – Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Role Highlights: Work-Life Balance – Flexible schedule to maximize productivity and personal time
• Role Highlights: Location – Working outside the office in local schools and municipalities
• Training & Development: FINRA Sponsorship for required licensing
• Training & Development: Preliminary Employment Period (PEP) – 120-day hands-on training
• Training & Development: Virtual University – continuous learning
• Training & Development: Mentorship – opportunities for joint work and mentorship
• Training & Development: Leadership Development – access to Leadership Development School
• Training & Development: Professional Growth – designations such as CFP, ChFC and holistic coach program
• Training & Development: Sign-On Payment – based on time to complete licenses and enter PEP
• Training & Development: Base Salary – empowering you to establish your career
• Training & Development: Commissions and Bonus – eligible to earn commissions and bonus
• Training & Development: Benefits – comprehensive programs including health, dental, vision, 401(k), ESPP, disability, life insurance, TRIP

Skills

Licensing (Series 7/66)

Bachelor's degree

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Values-driven

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in Fort Worth seeks a Financial Professional to join the Retirement Benefits Group. You will educate clients on retirement planning and tailor solutions to meet needs while building strong relationships.

This role emphasizes a flexible schedule, FINRA licensing sponsorship, mentorship, and clear paths to advanced designations as you grow a career in wealth management.