Wealth Advisor Trainee: Licensing & Mentorship

Equitable Advisors; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

ESPP

Job summary

Equitable Advisors in Houston, TX is seeking a Wealth Management Associate to engage clients through networking events and portfolio management, delivering tailored financial guidance and ongoing relationship management.

You will develop personalized financial strategies based on client objectives and risk tolerance, and discuss suitable products and services to meet individual needs. An in-office role with a focus on professional growth and licensing support.

Qualifications

• Bachelor's degree or equivalent work experience.
• 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.

Responsibilities

• 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' unique situations.

Skills

Relationship building

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors in Houston, TX is seeking a Wealth Management Associate to engage clients through networking events and portfolio management, delivering tailored financial guidance and ongoing relationship management.

You will develop personalized financial strategies based on client objectives and risk tolerance, and discuss suitable products and services to meet individual needs. An in-office role with a focus on professional growth and licensing support.