Wealth Advisor: Licensed, Mentorship & Growth Path

equitable; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Sign-On Payment

Stable Pay

Commissions & Bonus

Benefits

Job summary

Equitable Advisors is seeking a driven wealth management professional to build client relationships and develop personalized strategies. This role emphasizes guidance, licensing, and ongoing development within a structured training path.

You will engage clients through networking, manage portfolios, and collaborate with top performers to deliver tailored financial solutions. In-office presence is required, with a flexible schedule to support productivity and personal time.

Qualifications

• Education and licensing as required for financial advisory licensing and practice.
• Licensing requirements including Series 7/66, SIE, and Life & Health insurance where applicable.
• Strong interpersonal skills with a client-first mindset.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies based on objectives and risk tolerance.
• Discuss financial products and services tailored to clients' needs.
• Maintain consistent communication and progress tracking with clients.
• Adhere to licensing requirements and FINRA guidelines.

Skills

Communication Skills

Self-Confidence

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking a driven wealth management professional to build client relationships and develop personalized strategies. This role emphasizes guidance, licensing, and ongoing development within a structured training path.

You will engage clients through networking, manage portfolios, and collaborate with top performers to deliver tailored financial solutions. In-office presence is required, with a flexible schedule to support productivity and personal time.