Financial Professional - TX, Houston (2591)

Equitable Advisors; Houston (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Wealth Management Associate in Houston, Texas. This role offers a unique opportunity to help clients achieve their financial goals while receiving comprehensive training and support. You will be equipped with essential skills in client relationship management and financial planning, with opportunities for ongoing education and professional development. The firm values diversity and inclusion, promoting a culture of respect and community engagement. Join a team that is committed to making a positive impact on the financial futures of individuals and businesses alike.

Benefits

Health and Dental Coverage

Vision Care

401(k) Plan with Company Match

Employee Stock Purchase Plan (ESPP)

Disability Programs

Life Insurance

Transportation Reimbursement

Qualifications

• Entry-level training includes client relationship management and product knowledge.
• Ongoing education encouraged, including CFP and ChFC certifications.

Responsibilities

• Assist clients in securing their financial well-being through tailored strategies.
• Participate in training and development programs for hands-on experience.

Skills

Client Relationship Management

Financial Planning

Networking Skills

Entrepreneurial Spirit

Education

Bachelor's Degree

CERTIFIED FINANCIAL PLANNER (CFP)

Chartered Financial Consultant (ChFC)

Job description

Job Description - Wealth Management Associate - TX, Houston (2591) (PIN_15043)

Primary Location

UNITED STATES-TX-Houston

Organization

Description

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 diverse backgrounds, including recent college graduates, career crossovers, and experienced financial professionals. They share key traits such as demonstrated success, values-driven mindset, entrepreneurial spirit, networking skills, and a desire to shape and protect their future and that of their clients.

• We value and respect people of all backgrounds, focusing on developing diverse talent and fostering an inclusive work environment.
• Our Diversity, Equity, and Inclusion (DEI) initiatives include activities like employee resource groups and celebrating cultures and achievements at our annual Diversity Summit.
• We promote social impact and community engagement through programs like “1,000 Hours of Giving Back,” sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually.
• We offer flexible work arrangements to support work-life balance and authentic self-expression.

Qualifications

Training and Support

Equitable Advisors sponsors your pursuit of FINRA licensing requirements and assists with state licensing needs. Our entry-level training curriculum equips you with skills in client relationship management, product knowledge, market development, role play, and remote-work technology solutions. You will also participate in local and national development programs and joint-work opportunities for hands-on experience.

We encourage ongoing education and professional development, including certifications like CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Consultant (ChFC). In partnership with Columbia University, we offer a Holistic Financial Coach certification within our Holistic Life Planning platform. Management opportunities are available through our Leadership Development School.

Benefits and Compensation

We offer compensation options you control, along with a comprehensive benefits package including health and dental coverage, vision care, 401(k) plan with company match, Employee Stock Purchase Plan (ESPP), disability programs, life insurance, and transportation reimbursement through the “TRIP” program.

Our Strategy

Our strategy begins with understanding the needs, goals, and aspirations of those we serve. We aim to deliver an exceptional customer experience by building long-term relationships based on trust, guidance, and technology, providing customized financial strategies.

Equitable Advisors, LLC, (NY, NY 212-314-4600) is a member of FINRA and SIPC. We are an equal opportunity employer (M/F/D/V). GE-5929421.1 (9/23) (Exp. 9/25)