Retirement Benefits Financial Advisor

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

Benefits offered by this job

Health, dental and vision insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Program (

Mentorship and training

Job summary

Equitable Advisors is seeking a Financial Professional for the Retirement Benefits Group in Fort Worth, TX. You will engage clients, educate on a full range of retirement and wealth solutions, and implement tailored plans while maintaining confidentiality and compliance.

The role supports licensing (FINRA) sponsorship, comprehensive training, and mentorship. A Bachelor’s degree and US work authorization are required, with a pathway to a licensed wealth manager career.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong interpersonal and communication abilities with self-confidence.
• Entrepreneurial spirit with a desire to impact others' lives.
• Willingness to learn from top performers and collaborate.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on financial products and how they meet needs.
• Client Service and Implementation: Analyze client data, ensure confidentiality, implement products & services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.
• Location: Working outside the office in local schools and municipalities.

Skills

Communication skills

Networking

Entrepreneurial mindset

Education

Bachelor's degree

Job description

Equitable Advisors is seeking a Financial Professional for the Retirement Benefits Group in Fort Worth, TX. You will engage clients, educate on a full range of retirement and wealth solutions, and implement tailored plans while maintaining confidentiality and compliance.

The role supports licensing (FINRA) sponsorship, comprehensive training, and mentorship. A Bachelor’s degree and US work authorization are required, with a pathway to a licensed wealth manager career.