Wealth Management Financial Advisor

DescriptionEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives. Our passion lies in making a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.Company Culture and EnvironmentOur Financial Professionals come from diverse backgrounds, including recent college grads, career crossovers, and experienced financial professionals. They share key traits such as demonstrated patterns of success, values-driven perspectives, an entrepreneurial mindset, and a knack for networking. We focus on developing diverse talent and fostering an inclusive work environment, supported by our Diversity, Equity, and Inclusion (DEI) initiatives.Career Growth and Development OpportunitiesTo get started as a Financial Professional, Equitable Advisors sponsors the pursuit of FINRA licensing and state licensing needs. We offer an entry-level training curriculum designed to empower you with essential skills including client relationship management, product knowledge, and market development. Continuing education is encouraged, with opportunities to pursue professional designations like CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC). Management opportunities are available for those looking to advance into leadership through our Leadership Development School.Detailed Benefits and Perks• Health and dental coverage options• Vision care coverage• 401(k) Plan with company match• Employee Stock Purchase Plan (ESPP)• Short- and Long-Term Disability Programs• Basic Group Life Insurance• Transportation Reimbursement Incentive Program (“TRIP”)Compensation and BenefitsCompensation options are within your control, complemented by a comprehensive benefits package for eligible individuals.Why you should apply for this position todayJoining Equitable Advisors provides you with the opportunity to actively shape and protect the futures of those you serve while building a fulfilling career in wealth management. Be part of a mission-driven organization that values innovation and community engagement.Skills• Networking abilities• Client relationship management skills• Financial product knowledge• Market development skills• Entrepreneurial mindset• Strong values and ethicsResponsibilities• Assist clients in securing their financial well-being• Provide customized financial strategies based on client needs• Participate in ongoing training and development programs• Engage in community outreach and social impact initiatives• Foster relationships that emphasize trust and guidanceQualifications• Demonstrated patterns of success in prior roles• Values-driven with a strong entrepreneurial mindset• Ability to network effectively and build relationshipsEducation Requirements• Bachelor’s degree is preferred but not mandatory.Education Requirements Credential Category• FINRA licensing and state licensing as required for the role.Experience Requirements• Experience in financial services or related field is beneficial but not mandatory.Why work in San Antonio, TXSan Antonio offers a rich cultural heritage, diverse community, and a vibrant economy. With its unique blend of history and modern amenities, the city provides an excellent quality of life and numerous opportunities for personal and professional growth.