Jobs · Finance

Financial Professional – Retirement Benefits Group - TX, Austin (5176)

Equitable Advisors · Austin, TX · 6 mo ago
FinanceInternship

Role Highlights

  • Cultivate and expand your network within established markets
  • Educate clients on our diverse financial products and services
  • Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
  • Enjoy the flexibility to design your own work-life balance
  • Champion limitless income potential

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

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 CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

  • Sign-On 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

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 "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually

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