Retirement Benefits Wealth Advisor – Flexible Schedule

Equitable Advisors; Fort Worth (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

Professional growth support

Sign-On Payment

Health, Dental & Vision benefits

Job summary

Equitable Advisors is seeking a Financial Professional to join the Retirement Benefits Group in Fort Worth, TX. You will engage clients in local schools and municipalities, educate them on retirement products, and tailor solutions to individual needs while maintaining a flexible schedule.

The role includes FINRA sponsorship for licensing, a comprehensive 120-day training period, access to a Virtual University, mentorship, and coaching.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client engagement and network expansion within established markets.
• Educate clients on a diverse range of financial products and services.
• Analyze client data, ensure confidentiality, and implement suitable solutions.
• Maintain a flexible schedule to maximize productivity and personal time.
• Represent role by working with local schools and municipalities.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

State Life & Health license

SIE license

Series 7 license

Series 66 license

Job description

Equitable Advisors is seeking a Financial Professional to join the Retirement Benefits Group in Fort Worth, TX. You will engage clients in local schools and municipalities, educate them on retirement products, and tailor solutions to individual needs while maintaining a flexible schedule.

The role includes FINRA sponsorship for licensing, a comprehensive 120-day training period, access to a Virtual University, mentorship, and coaching.