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

Equitable Holdings

Austin, TX, US
Not specified; not specified; not specified
On-site
Retirement planning expertise
Client relationship management
Financial product knowledge
This role involves advising clients on retirement benefits and financial strategies

Job Summary

  • This role involves advising clients on retirement benefits and financial strategies.
  • The position requires building and maintaining strong client relationships to drive business growth.
  • Equitable Holdings offers a comprehensive benefits package and support for professional development.

Matching Summary

This role involves advising clients on retirement benefits and financial strategies.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement planning expertise
  • client relationship management
  • financial product knowledge

Nice-to-have

  • strong communication skills
  • proven sales track record
  • entrepreneurial mindset

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 6 and Series 63 licenses required
  • Minimum years of experience in financial services

Work Rights

Not specified

Tailored Resume

Cover Letter