Aspiring Wealth Manager: Training & Licensing Path

equitable; Fort Worth (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health, dental & vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is recruiting through its Retirement Benefits Group to address retirement needs for professionals in education, healthcare, and government. The program provides a licensed, structured path to becoming a wealth manager, with FINRA sponsorship and a 120-day training period.

You will educate clients on diverse financial products, manage data securely, and work with top performers to build a client network while enjoying a flexible schedule and potential for income from base

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset and desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Work authorization in the United States.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets
• Products and Services Consultation: Educate clients on our financial products and services
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, implement products & services
• Work-Life Balance: Flexible schedule to maximize productivity and personal time
• Location: Working outside the office in local schools and municipalities

Skills

Client Engagement

Communication

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is recruiting through its Retirement Benefits Group to address retirement needs for professionals in education, healthcare, and government. The program provides a licensed, structured path to becoming a wealth manager, with FINRA sponsorship and a 120-day training period.

You will educate clients on diverse financial products, manage data securely, and work with top performers to build a client network while enjoying a flexible schedule and potential for income from base