Financial Services Specialist

4 weeks 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.



  • Fort Worth, Texas, United States First Command Financial Services Full time

    Financial Planning for Military FamiliesAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Services Consultant, you'll play a critical role in this mission by providing expert financial planning and guidance to our clients.Key Responsibilities:• Partner with local military...


  • Fort Worth, Texas, United States First Command Financial Services Full time

    Job SummaryThe National Branch Financial Service Advisor (NB-FSA) plays a vital role in supporting First Command clients assigned to the Home Office. This position requires proactive client outreach for account reviews and updates, as well as other specific responsibilities.Key Responsibilities:Proactive client outreach for account reviews and...


  • Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Job OverviewKestra Financial Independent Advisor is seeking a highly organized and detail-oriented Financial Operations Specialist to join our team.The ideal candidate will have 1-3 years of experience in a similar role and possess excellent communication and organizational skills.Responsibilities include:Operational Duties:Creating and managing investment...


  • Fort Worth, Texas, United States OneMain Financial Full time

    Job Summary:Foster strong relationships with dealer partners to promote and sell OneMain Financial's products and services. Key responsibilities include:Prospecting and qualifying new dealer partners to increase sales and revenue.Collaborating with management to analyze sales trends and develop strategies to improve dealer performance.Resolving customer...


  • Fort Worth, Texas, United States First Command Financial Services Full time

    Lead Client Service SpecialistAs a Client Service Specialist Team Lead at First Command Financial Services, you will be responsible for leading a team of Client Service Specialists in providing exceptional customer service to our clients. Your primary focus will be on ensuring that our clients receive the highest level of service, while also mentoring and...


  • Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Job SummaryThe Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.Key ResponsibilitiesSupports Lead Advisor of a...


  • Fort Worth, Texas, United States University of North Texas System Full time

    Job Title: Student Financial Services SpecialistThis role is responsible for accurately processing student financial transactions and providing related customer service to students and their parents.Key Responsibilities:Process student financial transactions, including posting miscellaneous fees to student accounts and reviewing accounts for mathematical...


  • Fort Worth, Texas, United States OneMain Financial Full time

    Job SummaryWe are seeking a highly skilled Customer Service Specialist to join our team at OneMain Financial. As a Customer Service Specialist, you will be responsible for providing exceptional customer service to our clients, responding to inbound caller inquiries, and resolving account matters in a timely and professional manner.Key ResponsibilitiesRespond...


  • Fort Worth, Texas, United States Frost Bank Full time

    About the Role:Frost Bank is seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will work closely with clients to develop personalized financial plans, provide expert financial advice, and market Frost Bank's investment products and services.Key Responsibilities:Build strong relationships with clients by...


  • Fort Worth, Texas, United States Thrivent Financial Full time

    Unlock Your Potential as a Virtual Financial AdvisorJoin Thrivent Financial, a Fortune 500 company, as a Virtual Financial Advisor and embark on a fulfilling career that combines your passion for helping others with your expertise in financial planning. Our Virtual Advice team is dedicated to providing innovative and personalized financial solutions to our...


  • Fort Worth, Texas, United States Thrivent Financial Full time

    Thrivent Financial Advisor RoleAs a Thrivent Financial Advisor, you'll have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial guidance. This role is ideal for individuals who are passionate about helping others achieve their goals and live a life of generosity.Key ResponsibilitiesBuild and...

  • Financial Analyst II

    4 weeks ago


    Fort Worth, Texas, United States GM Financial Full time

    About the RoleGM Financial is seeking a highly skilled Financial Analyst II to join our Asset Liability Management (ALM) team. As a key member of our team, you will be responsible for Interest Rate Risk (IRR) modeling and analysis to support the development of the ALM function.The ideal candidate will have advanced knowledge of finance, statistics,...


  • Fort Worth, Texas, United States GM Financial Full time

    Job Summary:GM Financial is seeking a highly skilled Strategic Communications Specialist to join our team. As a key member of our Corporate Communications team, you will be responsible for developing and executing internal and external communication plans to promote GM Financial's culture, products, and services.Key Responsibilities: Develop and execute...


  • Fort Worth, Texas, United States GM Financial Full time

    About the RoleThe Senior Financial Analyst is a key member of the Financial Reporting team at GM Financial, responsible for preparing internal and external financial reporting documents and disclosures. This role requires a strong understanding of generally accepted accounting principles and the ability to mentor junior team members.Key...


  • Fort Worth, Texas, United States First Command Financial Services, Inc. Full time

    About the RoleThe Brokerage Operations Manager is a pivotal position at First Command Financial Services, Inc. This individual will be responsible for driving business growth within the Brokerage Operations department by effectively responding to the needs of clients, advisors, and the team. They will manage a team of associates, ensuring the successful...


  • Fort Worth, Texas, United States NW Mutual - Ft. Worth - Agency - Self Opportunity Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals and families achieve financial security. As a Financial Advisor, you'll play a critical role in building long-lasting relationships with clients, providing guidance, and helping them achieve their financial goals.Our Financial Advisors work with clients...


  • Fort Worth, Texas, United States OneMain Financial Full time

    Job Title: Auto Dealer Relationship SpecialistThe Auto Dealer Relationship Specialist is responsible for identifying and acquiring new auto dealer business relationships. This role involves familiarizing dealer staff with our organization and program, which provides loans to consumers through dealers.This position plays a vital role in providing exceptional...

  • Financial Planner

    4 weeks ago


    Fort Worth, Texas, United States Kestra Financial Independent Advisor Full time

    Job Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at Kestra Financial Independent Advisor. As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Support Lead Advisors in managing client...


  • Fort Worth, Texas, United States PennyMac Financial Services, Inc. Full time

    About the Role:PennyMac Financial Services, Inc. is seeking a skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues that may arise.Key Responsibilities:Respond to customer...


  • Fort Worth, Texas, United States OneMain Financial Full time

    Job Title: Leave of Absence SpecialistOneMain Financial is seeking a skilled Leave of Absence Specialist to join our team. As a key member of our HR department, you will be responsible for managing leave and ADA accommodation processes within the company, ensuring compliance with federal and state laws, and providing exceptional support to employees and...