Retirement Benefits Specialist

Equitable Advisors; Houston (TX); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision

401(k)

Employee Stock Purchase Plan

Disability

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors seeks a Financial Professional to join the Retirement Benefits Group in Houston, TX. The role focuses on engaging clients, educating on financial products, and implementing tailored solutions to retirement needs for professionals in education, healthcare, and government sectors.

The position offers a structured path with FINRA licensing sponsorship, mentorship, and opportunities for professional growth toward CFP, ChFC, and internal coaching programs within a flexible work

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate 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

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a Financial Professional to join the Retirement Benefits Group in Houston, TX. The role focuses on engaging clients, educating on financial products, and implementing tailored solutions to retirement needs for professionals in education, healthcare, and government sectors.

The position offers a structured path with FINRA licensing sponsorship, mentorship, and opportunities for professional growth toward CFP, ChFC, and internal coaching programs within a flexible work