Wealth Management Associate - Flexible Career Path & Impact

Equitable Advisors; San Antonio (TX); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship

Leadership development

Professional growth opportunities

Comprehensive benefits (health, dental

401(k) and ESPP

Job summary

Equitable Advisors is actively seeking motivated individuals in the United States (TX, San Antonio) to join our Retirement Benefits Group. You will engage clients, educate them on financial products, and implement tailored solutions while maintaining confidentiality and high service standards.

The program includes FINRA licensing sponsorship, a comprehensive 120-day PEP training, access to Virtual University, mentorship, and leadership development opportunities to support your professional

Qualifications

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

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on diverse financial products and tailor solutions to client needs.
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement products and services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.
• Location: Working outside the office in local schools and municipalities.

Skills

Communication skills

Interpersonal skills

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is actively seeking motivated individuals in the United States (TX, San Antonio) to join our Retirement Benefits Group. You will engage clients, educate them on financial products, and implement tailored solutions while maintaining confidentiality and high service standards.

The program includes FINRA licensing sponsorship, a comprehensive 120-day PEP training, access to Virtual University, mentorship, and leadership development opportunities to support your professional