Remote Financial Leader & Talent Coach

Equitable Advisors; Austin (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health plan

401(k) match

Employee stock purchase plan

Remote work tech tools

Mentorship programs

Job summary

Equitable Advisors in Austin seeks a leadership-track professional to recruit and coach Financial Professionals, pairing with local leaders to advance the branch’s mission. You will foster an inclusive culture, develop markets, and guide teams toward personal and district goals while maintaining strong compliance and brand standards.

The role emphasizes mentorship, licensing sponsorship, and opportunities for specialized designations within a supportive training ecosystem.

Qualifications

• Four-year college degree preferred but not required.
• Must have completed 12 months as entry level Financial Professional with licensing (State Life and Health, SIE, FINRA 7, 66) and built client base.
• Must pass FINRA Series 24 exam prior to stepping into leadership.
• Ability to develop markets and sustain long-term relationships.
• Desire to help others plan for and protect their financial futures.

Responsibilities

• Networking to discover new talent to grow the team.
• Coaching from experience and training to develop new Financial Professionals.
• Collaborating with local leadership to strengthen values, mission and vision.
• Supervisory duties ensuring compliance and brand are met.
• Fostering diverse talent and inclusive work environment.
• Teambuilding through culture and events.

Job description

Equitable Advisors in Austin seeks a leadership-track professional to recruit and coach Financial Professionals, pairing with local leaders to advance the branch’s mission. You will foster an inclusive culture, develop markets, and guide teams toward personal and district goals while maintaining strong compliance and brand standards.

The role emphasizes mentorship, licensing sponsorship, and opportunities for specialized designations within a supportive training ecosystem.