Financial Planning Consultant

Equitable Advisors; San Antonio (TX); On-site; USD 24,000 - 125,000; Full time

Job summary

Equitable Advisors is seeking a Financial Planning Consultant to join their Retirement Benefits Group. This role involves engaging clients, providing tailored financial solutions, and enjoying a flexible work-life balance. Candidates should possess a Bachelor's degree and relevant licenses, with a strong focus on communication and collaboration.

Benefits

Comprehensive benefits including health, dental, and vision

401(k) and Employee Stock Purchase Plan (ESPP)

FINRA Sponsorship for required licensing

Mentorship opportunities

Access to Leadership Development School

Qualifications

• Must be authorized to work in the United States.
• Licensing: State Life & Health, SIE, Series 7, Series 66.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products and services.
• Analyze and organize client data, ensuring confidentiality.

Skills

Communication Skills

Collaboration

Entrepreneurial Spirit

Education

Bachelor's degree or equivalent

Job description

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$24,000.00/yr - $125,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from Equitable Advisors

Empowering others to pursue their best future

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**

Are you ready to make a real difference in people's lives while carving out your unique career path?

At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

• Client Engagement: Cultivate and expand your network within established markets
• Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Work-Life Balance: Flexible schedule to maximize productivity and personal time
• Location: Working outside the office in local schools and municipalities

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
• 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: 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.

Our 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. Join us to be part of a workplace culture dedicated to social impact and community engagement.

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-7814452.1(4/25)(Exp 4/29)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Consulting

Referrals increase your chances of interviewing at Equitable Advisors by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Get notified when a new job is posted.

Sign in to set job alerts for “Financial Planning Consultant” roles.

Senior Financial Analyst, Remote in San Antonio

San Antonio, TX $94,000.00-$105,000.00 4 hours ago

Senior Financial Analyst, Remote in Texas

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.