Wealth Management Associate - Flexible Schedule & Licensing

Equitable Advisors; San Antonio (TX); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is seeking a results-driven professional in San Antonio, TX to join The Retirement Benefits Group. You will engage clients, educate them on financial products, and implement tailored solutions while building trusted relationships in local schools and municipalities.

The role offers FINRA licensing sponsorship, a 120-day training program, Virtual University access, mentorship, and growth through CFP/ChFC designations, with comprehensive benefits and commissions/bonus potential.

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7 and 66 licensing required.
• Strong communication and interpersonal abilities.
• Authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze and organize client data, ensure confidentiality, implement products.
• Maintain work-life balance with a flexible schedule.

Skills

Education mindset

Communication skills

Work Authorization

Collaboration

Entrepreneurial spirit

Education

Bachelor's degree or equivalent

Licensing: Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking a results-driven professional in San Antonio, TX to join The Retirement Benefits Group. You will engage clients, educate them on financial products, and implement tailored solutions while building trusted relationships in local schools and municipalities.

The role offers FINRA licensing sponsorship, a 120-day training program, Virtual University access, mentorship, and growth through CFP/ChFC designations, with comprehensive benefits and commissions/bonus potential.