Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:
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Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
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Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
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Contact clients periodically to determine if there have been changes in their financial status
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Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
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Sell financial products and services including life insurance, annuities and investment options
Job Requirements
- A four-year college degree is preferred but not required
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Relevant professional FINRA securities registrations
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If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations
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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
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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
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Must be authorized to work in the United States
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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
Physical setting:
Schedule:
- Monday to Friday
- Self-determined schedule
- Weekend availability
Supplemental pay types:
- Bonus pay
- Commission pay
- Signing bonus
Ability to commute/relocate:
- San Antonio, TX 78230: Reliably commute or planning to relocate before starting work (Required)
Education:
Work Location: In person
