Financial Services Specialist

12 hours ago


Fort Worth, Texas, United States Equitable Services Full time
Join Our Team as a Retirement Benefits Group Financial Professional

At Equitable Advisors, we are committed to helping individuals build fulfilling futures through our innovative solutions and commitment to our clients.

We are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group (RBG) team.

As a Financial Professional, you will be responsible for providing financial products and services to individuals who work for public schools, colleges, universities, hospitals, nonprofit organizations, and municipal governments.

Our team is dedicated to helping our clients achieve their financial goals, and we are looking for someone who shares our passion for delivering exceptional service and building long-term relationships.

Key Responsibilities:

  • Provide financial products and services to our clients
  • Develop and maintain relationships with our clients
  • Stay up-to-date on industry trends and developments
  • Meet or exceed sales and revenue targets

Requirements:

  • Four-year college degree preferred but not required
  • State life and health licenses, SIE, FINRA Series 7 and 66 exams required
  • Results-driven and highly motivated individual with a strong work ethic and desire to help others plan for and protect their financial futures
  • Excellent interpersonal skills and communication abilities
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Benefits:

  • Competitive compensation package, including base pay, commissions, and benefits
  • Personalized and comprehensive training and support in all areas important to building your business
  • Sponsorship and coaching to obtain the licensing required for hire
  • Ability to specialize in numerous areas, from being a Certified Financial Planner to a junior or senior partner in a firm model
  • Advancement and management opportunities
  • A work-life balance and access to a full suite of remote-work technology solutions

We are an Equal Opportunity Employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about delivering exceptional service and building long-term relationships, we encourage you to apply for this exciting opportunity.



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