Retirement Planner – Retirement Group

Job Overview

Retirement Planner – Retirement Benefits Group – Texas, Fort Worth. This role focuses on providing retirement planning services to professionals in key sectors such as education, healthcare, and government.

• Client Engagement
  :
  Cultivate and expand your network within established markets.
• Products and Services Consultation
  :
  Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
• Client Service and Implementation
  :
  Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products and services.
• Work‑Life Balance
  :
  Flexible schedule to maximize productivity and personal time.
• Location
  :
  Work outside the office in local schools and municipalities.

• Education
  :
  Bachelor’s degree or equivalent skills and work experience.
• Licensing
  :
  State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes
  :
  Values‑driven with a track record of success and accomplishment.
• Communication Skills
  :
  Excellent interpersonal and communication abilities with strong self‑confidence.
• Mindset
  :
  Entrepreneurial spirit with a desire to positively impact others’ lives.
• Collaboration
  :
  Ability to work with and learn from top performers.
• Work Authorization
  :
  Must be authorized to work in the United States.

• FINRA Sponsorship
  :
  Provided for required FINRA licensing.
• Preliminary Employment Period (PEP):
  Comprehensive 120‑day hands‑on training.
• Virtual University
  :
  Access to Equitable Advisors’ Virtual University for continuous learning.
• Mentorship
  :
  Opportunities for joint work and mentorship.
• Personalized Coaching
  :
  Guidance from a local Vice President throughout your journey.
• Leadership Development
  :
  Access to Leadership Development School for those with management ambition.
• Professional Growth
  :
  Encouragement to pursue professional designations such as CFP, ChFC and Equitable Advisors’ Credentialed Holistic Financial Coach program.
• Sign‑On Payment
  :
  Based on the time it takes you to complete the company‑sponsored required FINRA licenses and registrations and enter PEP.
• Base Salary
  :
  Annual salary for eligible financial professionals, empowering you to establish your career in wealth management.
• Commissions and Bonus
  :
  In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
• Benefits
  :
  Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance and Transportation Reimbursement Incentive Program (TRIP), each subject to the applicable program terms and conditions.

Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE‑7814452.1 (4/25) (Exp. 4/29)