Financial Professional - Retirement Benefits Group - TX, Houston (5255)

Equitable•Houston, TX

5d•Onsite

About The Position

Join Equitable Advisors as a Financial Professional in the Retirement Benefits Group (RBG) in Houston, TX. This role focuses on addressing the unique retirement needs of professionals in sectors like education, healthcare, and government. Equitable Advisors offers a structured path to becoming a wealth manager, including licensing and employment, with the flexibility for work-life balance and unlimited income potential.

Requirements

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.

Nice To Haves

Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.
Access to Leadership Development School for those with management ambition.

Responsibilities

Cultivate and expand your network within established markets.
Educate clients on diverse financial products and services, tailoring solutions to meet their unique needs.
Analyze and organize client data, ensure confidentiality, and prepare and implement appropriate products & services.
Work outside the office in local schools and municipalities.