Retirement Planner Retirement Benefits Group - TX Austin 4004
Retirement Planner Retirement Benefits Group - TX Austin 4004
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1 Vacancy
Job Description
Skills & Experience
- Education:Bachelors degree or equivalent skills and work experience
- Licensing:State Life & Health SIE Series 7 Series 66
- Personal Attributes:valuesdriven with a track record of success and accomplishment
- Communication Skills:excellent interpersonal and communication abilities with strong selfconfidence
- 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
Training & Development
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120day handson training
- Virtual University: access to Equitable Advisors Virtual University for continuous learning
- Mentorship:opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth:encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP) Chartered Financial Consultant (ChFC) and Equitable Advisors own Credentialed Holistic Financial Coach program
Compensation & Benefits
- SignOn 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 terms and conditions of the applicable program as may be in effect from time to time.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like 1000 Hours of Giving Back sponsored by our Womens Network and Equitable Excellence which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors LLC member FINRA SIPC (Equitable Financial Advisors in MI and TN) and affiliate Equitable Network LLC (Equitable Network Insurance Agency of California LLC; Equitable Network Insurance Agency of Utah LLC; Equitable Network of Puerto Rico Inc. Equitable Advisors LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE7814452.14/25(Exp.4/29
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**
Are you ready to make a real difference in peoples lives while carving out your unique career path At Equitable Advisors a leader in the wealth management industry we embrace the power of positive impact particularly for individuals who build and support our communities. Our specialized team The Retirement Benefits Group (RBG) addresses the unique retirement needs of professionals in key sectors such as education healthcare and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own worklife balance and champion limitless income potential!
Role Highlights
- 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 & services
- WorkLife Balance: Flexible schedule to maximize productivity and personal time
- Location: Working outside the office in local schools and municipalities
Employment Type
Full Time
