Wealth Advisor Trainee: Flexible Schedule & Licensing Path

Equitable Advisors; Houston (TX); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Coaching

Leadership Development

CFP & ChFC growth

Commissions Bonus

Benefits

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Houston, TX, to engage clients, develop financial strategies, and consult on investment products. The role requires in-office presence and licensing, with a strong emphasis on relationships, growth, and professional development.

The program offers FINRA sponsorship and a structured training path, including PEP, Virtual University, mentorship, and opportunities for CFP/ChFC designations.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Self-confidence

Values-driven

Education

Bachelor's degree or equivalent

State Life & Health, SIE, Series 7, Series 66 licensing

Job description

Equitable Advisors is seeking a Wealth Management Associate in Houston, TX, to engage clients, develop financial strategies, and consult on investment products. The role requires in-office presence and licensing, with a strong emphasis on relationships, growth, and professional development.

The program offers FINRA sponsorship and a structured training path, including PEP, Virtual University, mentorship, and opportunities for CFP/ChFC designations.