Financial Advisor (Entry Level)

Equitable Advisors; San Antonio (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day training (PEP)

Virtual University access

Mentorship program

Personalized coaching from VP

Leadership Development School

Professional designations support (CFP

ChFC

Holistic Financial Coach program

Sign-On payment eligibility: $250-$1,0

Base salary after PEP

Commissions and bonus

Comprehensive benefits (health, dental

vision, 401(k), ESPP, disability, life

TRIP transportation reimbursement

Job summary

Equitable Advisors invites you to advance your wealth management career in a relationship-driven role focused on guiding individuals and families toward sound financial decisions.

You will engage clients, tailor financial strategies, and discuss products suited to unique circumstances while benefiting from extensive training and growth opportunities within a supportive team.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing (or willingness to obtain).
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events within established markets and expand your network.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations

Skills

Communication

Relationship building

Entrepreneurial mindset

Self-confidence

Collaborative

Work authorization in USA

Education

Bachelor's degree or equivalent

Tools

FINRA licensing process

Job description

Are you ready to take the next step in your wealth management career? Join Equitable Advisors in a dynamic, relationship-driven role that empowers you to guide individuals and families toward impactful financial decisions. At Equitable Advisors, we cultivate a culture of collaboration and connection, empowering you to grow both personally and professionally. Together, we create impactful work that drives meaningful change and builds a strong sense of community.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events within established markets and expand your network.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

Ideal Candidate Profile:

• Education: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66 (or willingness to obtain)
• 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
• Work Authorization: must be authorized to work in the United States

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, offering valuable insights and support to help you succeed
• 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
• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
• Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition Financial Professional. Equitable Advisors supports you with an annual salary.
• Commissions and Bonus: In addition to an annual salary, Financial Professionals are eligible to earn commissions and bonus.
• Benefits Eligibility: Eligible Financial Professionals can participate in our comprehensive benefits programs 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.

Our Mission

At Equitable Advisors, we are committed to understanding the needs, goals, and aspirations of our clients. We deliver exceptional customer experiences and build long-lasting relationships grounded in trust, guidance, and technology, crafting personalized financial strategies.

Join us to become the best version of yourself while guiding your clients on a journey to a fulfilled life.

The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program.

Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.M/F/D/V. GE-8402760.1(9/25)(Exp.9/29)