Wealth Advisor: Growth, Coaching & CFP Track

Equitable Advisors; San Antonio (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP Certification

Base Salary

Commissions and Bonus

Benefits Package

Job summary

Equitable Advisors is seeking a driven wealth management professional to guide individuals and families toward thoughtful financial decisions and long‑term relationships. The role emphasizes collaboration, continuous learning, and growth through structured training and mentorship.

As the Financial Professional, you will participate in FINRA licensing sponsorship, a comprehensive 120‑day training period, and a path to professional designations.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 (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' lives.
• Ability to work with and learn from top performers.
• Authorized to work in the United States.

Responsibilities

• Engage clients and build relationships through networking events.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Consult on financial products and services tailored to clients' situations.

Skills

Communication

Interpersonal skills

Entrepreneurial mindset

Self-confidence

Collaboration

Education

Bachelor's degree

Series 7 & 66 licensing

Job description

Equitable Advisors is seeking a driven wealth management professional to guide individuals and families toward thoughtful financial decisions and long‑term relationships. The role emphasizes collaboration, continuous learning, and growth through structured training and mentorship.

As the Financial Professional, you will participate in FINRA licensing sponsorship, a comprehensive 120‑day training period, and a path to professional designations.