Future Wealth Advisor: Licensed and Mentored

Equitable Advisors; Dallas (TX); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

CFP/ChFC path

Sign-On program

Stable biweekly pay

Commissions & bonus

Health, dental & vision benefits

401(k) and ESPP

Transportation Reimbursement

Job summary

Equitable Advisors seeks a driven wealth management professional to build client relationships and develop personalized financial strategies. You will work closely with licensed professionals, leveraging FINRA sponsorship and a structured training path to advance through licensing and mentorship programs.

The role emphasizes in-office client engagement, collaboration with top performers, and ongoing professional growth toward CFP/ChFC designations within a supportive, values-driven culture.

Qualifications

• Education requirement: Bachelor's degree or equivalent.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with willingness to learn and grow.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Understand clients' objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required to engage with clients and team.
• Support training and development through FINRA sponsorship and mentoring.

Skills

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Collaboration

Education

Bachelor's degree or equivalent

Licensing: Life/Health, SIE, Series 7, Series 66

Job description

Equitable Advisors seeks a driven wealth management professional to build client relationships and develop personalized financial strategies. You will work closely with licensed professionals, leveraging FINRA sponsorship and a structured training path to advance through licensing and mentorship programs.

The role emphasizes in-office client engagement, collaboration with top performers, and ongoing professional growth toward CFP/ChFC designations within a supportive, values-driven culture.