Entry Level – Wealth Management Associate

Equitable Advisors; Dallas (TX); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Health and dental coverage

Vision care coverage

401(k) Plan with company match

Employee Stock Purchase Plan

Short- and Long-Term Disability Programs

Basic Group Life Insurance

Transportation Reimbursement Incentive Program

Job summary

Join a forward-thinking firm dedicated to transforming lives through financial guidance. As an Entry Level Wealth Management Associate, you'll embark on a rewarding career path, equipped with comprehensive training and support. This role offers the opportunity to develop essential skills in client relationship management and financial planning while contributing to a mission that emphasizes community engagement and diversity. With a commitment to your professional growth, you'll be encouraged to pursue certifications and leadership opportunities, ensuring a fulfilling career in wealth management. Embrace the chance to make a meaningful impact in the lives of individuals and businesses alike.

Qualifications

• Seeking individuals with strong networking skills and a passion for finance.
• Ability to manage client relationships and deliver tailored financial strategies.

Responsibilities

• Assist clients in securing their financial well-being through tailored strategies.
• Participate in training programs to enhance financial knowledge and skills.

Skills

Client relationship management

Networking

Entrepreneurial mindset

Financial planning

Education

Bachelor's degree

Tools

Remote-work technology solutions

Job description

Entry Level – Wealth Management Associate

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our People

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers, and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values-driven, entrepreneurial mindset, knack for networking, and possess a desire to shape and protect their future as well as those they serve.

• We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
• Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
• Social impact and community engagement prosper through our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually.
• Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves.

Training and Support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA registration requirements as well as help you navigate state licensing needs.

Our entry-level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play, and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Benefits and Compensation

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver an amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Sales, Management, and Marketing