Wealth Management Associate — Flexible Path to Licensing

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

Benefits offered by this job

Health insurance

401(k)

Employee Stock Purchase Plan

Transportation Reimbursement

Job summary

Equitable Advisors is recruiting for a field-focused financial professional working with The Retirement Benefits Group to serve local schools, healthcare, and government clients across Texas. You will receive licensing support and mentorship while building a network and delivering tailored financial solutions.

The role emphasizes client engagement, professional development, and a flexible schedule designed to balance work and personal time, with base salary plus commissions/bonuses and

Qualifications

• Bachelor's degree or equivalent required.
• State Life & Health, SIE, Series 7 and Series 66 licensing required.
• Excellent interpersonal and communication skills with a self-confident demeanor.
• Entrepreneurial spirit with a drive to impact others positively.
• Able to collaborate with top performers and work in the US.

Responsibilities

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

Skills

Networking

Communication

Entrepreneurial mindset

Team collaboration

Education

Bachelor's degree or equivalent

State Life & Health licensing

SIE

Series 7

Series 66

Tools

CRM software

MS Office

Job description

Equitable Advisors is recruiting for a field-focused financial professional working with The Retirement Benefits Group to serve local schools, healthcare, and government clients across Texas. You will receive licensing support and mentorship while building a network and delivering tailored financial solutions.

The role emphasizes client engagement, professional development, and a flexible schedule designed to balance work and personal time, with base salary plus commissions/bonuses and