Retirement Planner & Wealth Advisor — Flexible Path

equitable; Fort Worth (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors seeks motivated individuals to become wealth managers through licensed training and structured employment. You will build a client network in local markets and design tailored financial solutions while maintaining a flexible schedule to support work-life balance.

Join a pathway that emphasizes education, mentorship, and community impact within the Retirement Benefits Group, with opportunities to pursue CFP, ChFC, and other credentials.

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 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

• Engage clients and grow your network in established markets.
• Educate clients on a range of financial products and services and tailor solutions.
• Analyze and organize client data; ensure confidentiality and implement appropriate solutions.
• Maintain a flexible schedule to optimize productivity and personal time.
• Work primarily outside the office in local schools and municipalities.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Values-driven

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks motivated individuals to become wealth managers through licensed training and structured employment. You will build a client network in local markets and design tailored financial solutions while maintaining a flexible schedule to support work-life balance.

Join a pathway that emphasizes education, mentorship, and community impact within the Retirement Benefits Group, with opportunities to pursue CFP, ChFC, and other credentials.