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Entry Level Wealth Management Consultant
Equitable Advisors San Antonio, TX
$63k-89k (estimate)
Full Time | Insurance 1 Month Ago
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Equitable Advisors is Hiring an Entry Level Wealth Management Consultant Near San Antonio, TX

Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:

*
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
*
Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
*
Contact clients periodically to determine if there have been changes in their financial status
*
Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
*
Sell financial products and services including life insurance, annuities and investment options

Job Requirements

  • A four-year college degree is preferred but not required

*
Relevant professional FINRA securities registrations
*
If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations
*
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
*
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
*
Must be authorized to work in the United States
*
MBA, JD, CFP®, CPA or ChFC, a plus

Job Type: Full-time

Pay: $55,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Vision insurance

Compensation package:

  • Bonus opportunities
  • Commission pay
  • Signing bonus

Weekly schedule:

  • Choose your own hours
  • Monday to Friday
  • Weekends as needed

Work setting:

  • In-person
  • Office

Education:

  • Bachelor's (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$63k-89k (estimate)

POST DATE

03/27/2024

EXPIRATION DATE

07/23/2024

WEBSITE

equitable.com

HEADQUARTERS

BISMARCK, ND

SIZE

7,500 - 15,000

FOUNDED

1939

TYPE

Investment Company

CEO

BOB JOHNSON

REVENUE

$10B - $50B

INDUSTRY

Insurance

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About Equitable Advisors

NB Group provides wealth planning services andinvestment solutions toindividuals andinstitutions.

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