Entry-Level Financial Advisor: Launch Your Wealth Career

Equitable Advisors; San Antonio (TX); On-site; USD 28,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits programs including health, dental, and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Stability with biweekly pay and commissions

Job summary

A leading financial services organization in Texas seeks an Entry-level Wealth Manager to build strong client relationships and develop tailored financial strategies. Candidates must possess a Bachelor's degree or relevant experience and have licenses like Series 7 and Series 66. The role offers comprehensive training, mentorship opportunities, and performance incentives. This position values flexibility and aims to make a positive impact in clients' financial wellness while fostering professional growth.

Qualifications

• Excellent interpersonal and communication skills are vital.
• A Bachelor's degree or relevant work experience is required.
• Must have licenses: State Life & Health, SIE, Series 7, and Series 66.

Responsibilities

• Build and nurture client relationships through engaging activities.
• Understand clients' financial objectives for tailored strategies.
• Discuss financial products to meet clients' needs.

Skills

Excellent interpersonal and communication abilities

Values-driven with a track record of success

Entrepreneurial spirit

Ability to work with and learn from top performers

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

A leading financial services organization in Texas seeks an Entry-level Wealth Manager to build strong client relationships and develop tailored financial strategies. Candidates must possess a Bachelor's degree or relevant experience and have licenses like Series 7 and Series 66. The role offers comprehensive training, mentorship opportunities, and performance incentives. This position values flexibility and aims to make a positive impact in clients' financial wellness while fostering professional growth.