Wealth Advisor in Training

equitable; Dallas (TX); Vor Ort; USD 75.000 - 120.000; Vollzeit

Benefits dieser Stelle

FINRA Sponsorship

120-day PEP training

Virtual University

Mentorship program

Leadership Development

Zusammenfassung

Equitable Advisors is seeking a client-focused wealth-advisory professional to build and manage relationships, develop financial strategies, and advise on products and services. The role emphasizes in-person client engagement and collaboration with top performers within an office setting.

The position offers a structured path to becoming a wealth manager through licensing and employment, plus access to training and mentorship to support career growth.

Qualifikationen

• Bachelor's degree or equivalent skills and work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset plus desire to positively impact others' lives.
• Ability to collaborate with top performers.

Aufgaben

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence is required.
• Maintain proactive communication and progress tracking with clients.

Kenntnisse

Client relations

Networking

Communication

Entrepreneurial mindset

Collaborative

Work authorization

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

Equitable Advisors is seeking a client-focused wealth-advisory professional to build and manage relationships, develop financial strategies, and advise on products and services. The role emphasizes in-person client engagement and collaboration with top performers within an office setting.

The position offers a structured path to becoming a wealth manager through licensing and employment, plus access to training and mentorship to support career growth.