Wealth Management Associate: Retirement Benefits (Entry Level)

Equitable Advisors; San Antonio (TX); Hybrid; USD 40,000 - 60,000; Part time

Benefits offered by this job

Comprehensive benefits programs

Flexible work schedule

Training and mentoring

Sign-on payment based on licensing completion

Job summary

A leading financial services firm is seeking a Wealth Management Associate in San Antonio, TX, to engage clients and provide tailored financial solutions. This role offers a structured development path with mentorship and investment in your professional growth. Candidates should possess a Bachelor's degree, strong communication skills, and an entrepreneurial mindset. Enjoy a flexible schedule, competitive compensation, and a commitment to community impact through diverse programs.

Qualifications

• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Commitment to community impact.

Responsibilities

• Cultivate and expand your client network.
• Educate clients on financial products and services.
• Analyze client data while ensuring confidentiality.

Skills

Values-driven mindset with successful track record

Excellent communication skills

Entrepreneurial spirit

Collaboration skills

Education

Bachelor's degree or equivalent skills and work experience

Tools

FINRA Sponsorship requirements

Job description

A leading financial services firm is seeking a Wealth Management Associate in San Antonio, TX, to engage clients and provide tailored financial solutions. This role offers a structured development path with mentorship and investment in your professional growth. Candidates should possess a Bachelor's degree, strong communication skills, and an entrepreneurial mindset. Enjoy a flexible schedule, competitive compensation, and a commitment to community impact through diverse programs.