Impactful Wealth Advisor: Licensing & Growth Path

Equitable Advisors; Fort Worth (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship

Leadership Development School

CFP/ChFC aligned training

Job summary

Equitable Advisors offers a clear pathway to becoming a licensed wealth manager through company-sponsored FINRA licensing and a structured 120-day training program. You’ll build a client base by engaging with professionals in schools and public institutions and benefit from mentorship and ongoing education through Virtual University.

With a focus on work-life balance, the role supports growth toward CFP/ChFC designations, plus access to comprehensive benefits and performance-based earnings,

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, SIE, Series 7 and 66 required.
• Values-driven with track record of success.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with desire to help others.
• Willingness to collaborate with top performers.

Responsibilities

• Client Engagement: grow and manage your network in established markets.
• Products and Services Consultation: educate clients on financial solutions.
• Client Service and Implementation: handle data, confidentiality, and product setup.
• Work-Life Balance: flexible schedule for productivity and personal time.
• Location: field work in local schools and municipalities.

Skills

Education background

Licensing

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Tools

FINRA sponsorship

SIE

Series 7

Series 66

Job description

Equitable Advisors offers a clear pathway to becoming a licensed wealth manager through company-sponsored FINRA licensing and a structured 120-day training program. You’ll build a client base by engaging with professionals in schools and public institutions and benefit from mentorship and ongoing education through Virtual University.

With a focus on work-life balance, the role supports growth toward CFP/ChFC designations, plus access to comprehensive benefits and performance-based earnings,