Financial Professional - Retirement Benefits Group
Not Disclosed•Full-TimeOn-site
location_onFort Worth Main Post Office, 251, West Lancaster Avenue, Downtown Fort Worth, Fort Worth, Tarrant County, Texas, 76102, United States
About the Team
Equitable Advisors is a leader in the wealth management industry, dedicated to the power of positive impact. Our specialized 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.
About the Role
This position offers a structured professional development path to becoming a wealth manager. You will cultivate and expand your network within established markets, educating clients on diverse financial products and services tailored to their unique needs. The role involves analyzing and organizing client data to implement appropriate solutions while maintaining strict confidentiality.
Designed for those with an entrepreneurial spirit, this role allows you to carve out a unique career path with the flexibility to design your own work-life balance. You will work outside the office, engaging directly with local schools and municipalities to champion limitless income potential and make a real difference in people's lives.
Training & Development
We provide a comprehensive 120-day hands-on Preliminary Employment Period (PEP) to launch your career. This includes FINRA sponsorship for required licensing and access to Equitable Advisors' Virtual University for continuous learning. You will benefit from personalized coaching and mentorship from a local Vice President, alongside opportunities for joint work with top performers. For those with management ambition, we offer access to Leadership Development School and encourage the pursuit of professional designations such as CFP®, ChFC, and our Credentialed Holistic Financial Coach program.
Our Culture and Community Impact
Equitable Advisors is committed to being a Force for Good, reflected in programs like "1,000 Hours of Giving Back" and "Equitable Excellence," which awards 200 college scholarships annually. We value diversity and inclusivity, offering wellness programs and employee resource groups. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equal Opportunity
Equitable Advisors, LLC is an equal opportunity employer. We consider qualified applicants regardless of background.
Work location
Work model: On-site
Fort Worth Main Post Office, 251, West Lancaster Avenue, Downtown Fort Worth, Fort Worth, Tarrant County, Texas, 76102, United States
Similar Job Opportunities
Skills, education and keywords
Skills: State Life & Health, Sie, Series 7, Series 66, Certified Financial Planner, CHFC, Credentialed Holistic Financial Coach.
Education: Bachelor's degree or equivalent skills and work experience.
Frequently asked questions about Financial Professional - Retirement Benefits Group at AXA US
What does a Financial Professional - Retirement Benefits Group at AXA US do?expand_more
A Financial Professional - Retirement Benefits Group at AXA US is responsible for the following: Educate clients on diverse financial products and services; Analyze and organize client data to ensure confidentiality; Prepare and implement appropriate financial products and services; and Work with local schools and municipalities to address retirement needs.
What are the requirements for this Financial Professional - Retirement Benefits Group role?expand_more
To qualify for the Financial Professional - Retirement Benefits Group at AXA US position, applicants should have: Bachelor's degree or equivalent skills and work experience; State Life & Health license; SIE license; Series 7 license; Series 66 license; and Must be authorized to work in the United States.
Where is the Financial Professional - Retirement Benefits Group role at AXA US located?expand_more
Financial Professional - Retirement Benefits Group at AXA US is based in Fort Worth Main Post Office, 251, West Lancaster Avenue, Downtown Fort Worth, Fort Worth, Tarrant County, Texas, 76102, United States. This is a on-site role.