Entry-Level Wealth Advisor - Mentored, Licensing Sponsorship

Equitable Advisors; San Antonio (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan

Employee Stock Purchase Plan (ESPP)

Disability and life insurance

Job summary

Equitable Advisors in San Antonio seeks motivated individuals to join their wealth management team. We offer a supportive environment for early-career professionals, including mentorship, flexible work-life balance, and comprehensive training. Ideal candidates will have a Bachelor’s degree, industry experience, and a passion for client relationships. Join us to enhance your career while making a meaningful impact in clients' financial lives.

Qualifications

• State Life and Health License (or willingness to obtain).
• FINRA Series 7 and 66 (or willingness to obtain with company sponsorship).
• 1-2 years of industry experience.

Responsibilities

• Guide clients in making impactful financial decisions.
• Build and maintain meaningful client relationships.

Skills

Relationship management

Client communication

Financial planning

Education

Bachelor’s degree or equivalent

Job description

Equitable Advisors in San Antonio seeks motivated individuals to join their wealth management team. We offer a supportive environment for early-career professionals, including mentorship, flexible work-life balance, and comprehensive training. Ideal candidates will have a Bachelor’s degree, industry experience, and a passion for client relationships. Join us to enhance your career while making a meaningful impact in clients' financial lives.