Retirement Planner - Retirement Benefits Group

Job Description Retirement Planner – Retirement Benefits Group – Fort Worth, TX Primary Location United States – Texas – Fort Worth Overview Equitable Advisors is a leader in the wealth management industry, and our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government. As a Retirement Planner you will be part of a structured professional development path to becoming a wealth manager, with the flexibility to design your own work‑life balance and pursue 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 Work‑Life Balance : Flexible schedule to maximize productivity and personal time Location : Working outside the office in local schools and municipalities Skills & Experience 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 Training & Development 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 : Benefit from the training and guidance of a local Vice President who will assist you 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’ own Credentialed Holistic Financial Coach program Sign‑On Payment : Based on the time it takes you to complete the required FINRA licenses 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 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 inclusion, offer wellness programs and employee resource groups, and support initiatives such as "1,000 Hours of Giving Back" and "Equitable Excellence," which awards 200 college scholarships annually. Equal Opportunity Statement Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V.GE‑7814452.1(4/25)(Exp.4/29) #J-18808-Ljbffr