Wealth Management Associate - Retirement Benefits Group - TX, San Antonio (3123)
Equitable AdvisorsSan Antonio, Texas, United States
Posted December 7, 2025
Full Time
About the Company
Equitable Advisors is a national brokerage and registered investment advisory firm that empowers independent financial advisors to grow their practices on their own terms. Through a combination of national resources and local market support, the firm offers a "supported independence" model that lets advisors focus on client service while leveraging Equitable's technology, compliance, and research capabilities. The company also operates a specialized Retirement Benefits Group and a network of insurance agencies, providing a broad suite of wealth-management and retirement solutions. Equitable's inclusive culture and commitment to equal opportunity make it an attractive partner for advisors seeking both autonomy and the backing of a leading financial services organization.
Job Description
Join Equitable Advisors to make a real difference in people's lives while carving out your unique career path. As a Wealth Management Associate in the Retirement Benefits Group, you'll address the unique retirement needs of professionals in key sectors and enjoy a structured professional development path to becoming a wealth manager.
Requirements
- Client Engagement: Cultivate and expand your network within established markets
- Products and Services Consultation: Educate clients on our diverse financial products and services
- Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Benefits
- Flexible schedule to maximize productivity and personal time
- Training and development opportunities, including FINRA Sponsorship, Preliminary Employment Period, Virtual University, Mentorship, and Personalized Coaching
- Leadership Development and Professional Growth opportunities