Wealth Manager Trainee – Licensing & Mentorship

Equitable Advisors; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

Comprehensive benefits

401(k) and ESPP

Job summary

Equitable Advisors in San Antonio, TX is seeking a motivated financial professional to build client relationships and develop personalized wealth strategies. The role emphasizes licensing through FINRA sponsorship, hands-on training, and mentorship within an in-office setting.

You will engage clients, discuss financial products, and collaborate with top performers to grow a robust practice while pursuing professional designations.

Qualifications

• Bachelor's degree or equivalent required.
• Licensed or eligible for FINRA licensing (SIE, Series 7, 66) preferred.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with drive to impact clients' lives.
• Able to work in-office and build client networks.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss and explain financial products and services suited to clients' needs.
• Collaborate with senior colleagues to meet sales and service goals.
• Maintain compliance and participate in the licensing process as needed.

Skills

Client relationship building

Financial strategy development

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization in US

Licensed or eligible for FINRA

Education

Bachelor's degree or equivalent

Tools

FINRA licensing process

Job description

Equitable Advisors in San Antonio, TX is seeking a motivated financial professional to build client relationships and develop personalized wealth strategies. The role emphasizes licensing through FINRA sponsorship, hands-on training, and mentorship within an in-office setting.

You will engage clients, discuss financial products, and collaborate with top performers to grow a robust practice while pursuing professional designations.