Financial Professional - Retirement Benefits Group - TX, Houston (5255)
Equitable Advisors · Houston, TX · 4 wk 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
- 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