Licensed Wealth Management Associate – Houston

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

Benefits offered by this job

Comprehensive benefits programs

FINRA licensing sponsorship

Mentorship opportunities

Job summary

A financial services firm based in Houston is seeking a Wealth Management Associate to develop and implement personalized financial strategies while building strong client relationships. The ideal candidate will possess a Bachelor's degree and various financial licenses including Series 7 and 66. This role offers comprehensive training, mentoring, and opportunities for personal and professional growth within a dynamic team focused on making a positive impact in clients' lives.

Qualifications

• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities.
• Entrepreneurial spirit with a desire to positively impact others' lives.

Responsibilities

• Build and nurture client relationships through networking events.
• Devise personalized strategies based on clients' financial objectives.
• Offer financial product consultations tailored to clients' needs.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

A financial services firm based in Houston is seeking a Wealth Management Associate to develop and implement personalized financial strategies while building strong client relationships. The ideal candidate will possess a Bachelor's degree and various financial licenses including Series 7 and 66. This role offers comprehensive training, mentoring, and opportunities for personal and professional growth within a dynamic team focused on making a positive impact in clients' lives.