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

EQH•Houston, TX

5d•Onsite

About The Position

Join Equitable Advisors: A Pathway to Possibilities and Positive Impact. Equitable Advisors, a leader in the wealth management industry, is seeking individuals to join their specialized team, The Retirement Benefits Group (RBG). This team addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government. The role offers a structured professional development path to becoming a wealth manager through licensing and employment, with the flexibility to design work-life balance and achieve limitless 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

Pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.

Responsibilities

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

Benefits

Structured professional development path to becoming a wealth manager.
Licensing and employment.
Flexibility to design your own work-life balance.
Limitless income potential.
FINRA Sponsorship provided for required FINRA licensing.
Comprehensive 120-day hands-on training (Preliminary Employment Period - PEP).
Access to Equitable Advisors' Virtual University for continuous learning.
Opportunities for joint work and mentorship.
Personalized coaching from a local Vice President.
Access to Leadership Development School for those with management ambition.
Sign-On Payment based on time to complete licensing and enter PEP.
Annual base salary for eligible financial professionals.
Eligibility to earn commissions and bonus.
Comprehensive benefits programs for eligible financial professionals including health, dental and vision.
401(k).
Employee Stock Purchase Plan (ESPP).
Disability insurance.
Life Insurance.
Transportation Reimbursement Incentive Program (TRIP).