Entry-Level Wealth Advisor

Equitable Advisors; Fort Worth (TX); On-site; USD 42,000 - 66,000; Part time

Benefits offered by this job

Health, dental, and vision benefits

401(k)

Employee Stock Purchase Plan (ESPP)

Disability and life insurance

Job summary

A financial services firm is looking for a Wealth Management Associate to develop client relationships and create personalized financial strategies. This entry-level position offers a flexible schedule and includes extensive training opportunities, mentoring, and resources for licensing and career growth in wealth management. Candidates must possess a Bachelor's degree and excellent communication skills. Join a team dedicated to making a difference in clients' lives and communities.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment.

Responsibilities

• Build and nurture client relationships.
• Devise personalized financial strategies.
• Discuss tailored financial products.

Skills

Values-driven

Excellent interpersonal and communication skills

Entrepreneurial spirit

Ability to collaborate

Education

Bachelor's degree or equivalent

Tools

FINRA Licensing

State Life & Health License

Series 7

Series 66

Job description

A financial services firm is looking for a Wealth Management Associate to develop client relationships and create personalized financial strategies. This entry-level position offers a flexible schedule and includes extensive training opportunities, mentoring, and resources for licensing and career growth in wealth management. Candidates must possess a Bachelor's degree and excellent communication skills. Join a team dedicated to making a difference in clients' lives and communities.