Equitable Advisors · 3 weeks ago
Wealth Management Associate - Career Transition Opportunity - TEXAS; Austin, Dallas, Fort Worth, Houston, San Antonio (5068)
San Antonio, TX
Full-time
Onsite
New Grad, Entry LevelEquitable Advisors is inviting experienced professionals to explore a career in wealth management. This role focuses on building client relationships, educating them on financial products, and collaborating with senior advisors to deliver tailored financial solutions.
Financial Services
Responsibilities
Build and manage relationships with clients to understand their financial goals and needs
Educate clients on financial products and services
Collaborate with senior advisors to deliver financial solutions
Stay current on market trends, financial regulations, and product offerings
Participate in ongoing training and certification programs
Qualification
Required
Bachelor's degree or equivalent skills
Strong interpersonal and communication skills
Proven ability to build trust and long-term relationships
Self-motivated with a growth mindset and entrepreneurial spirit
Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)
Benefits
Health and 401(k) retirement plan
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase