Retirement Planner: Wealth Mgmt Path & Flex Schedule

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

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Base Salary with Commissions

Job summary

Equitable Advisors is seeking a Retirement Planner within the Retirement Benefits Group in Fort Worth, TX. You will engage clients, explain a broad suite of financial products, and implement tailored retirement solutions for education, healthcare, and government sectors.

The role emphasizes building a local network, ongoing professional development, and pathways to wealth management through FINRA licensing, with a structured training program and mentorship.

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses required.
• Values-driven with a track record of success and achievement.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products and services, tailoring solutions to individual needs.
• Analyze and organize client data, maintain confidentiality, and implement appropriate products and services.
• Flexible schedule to maximize productivity and personal time.
• Work outside the office in local schools and municipalities.

Skills

Client Engagement

Communication Skills

Sales & Networking

Licensing Knowledge

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Retirement Planner within the Retirement Benefits Group in Fort Worth, TX. You will engage clients, explain a broad suite of financial products, and implement tailored retirement solutions for education, healthcare, and government sectors.

The role emphasizes building a local network, ongoing professional development, and pathways to wealth management through FINRA licensing, with a structured training program and mentorship.