Wealth Management Associate

Equitable

Austin (TX)

On-site

USD 45,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Health and dental coverage

Vision care coverage

401(k) Plan with company match

Employee Stock Purchase Plan (ESPP)

Short- and Long-Term Disability Programs

Basic Group Life Insurance

Transportation Reimbursement Incentive Program

Job summary

An established industry player is seeking passionate individuals to join their team as Financial Professionals. This role offers a unique opportunity to make a positive impact on clients' financial futures while enjoying a supportive and inclusive work environment. With a comprehensive training program and the chance to earn professional designations, you will be equipped to build long-lasting relationships and provide customized financial solutions. The company values diversity and community engagement, ensuring that you can thrive both personally and professionally. If you're ready to shape your future and help others do the same, this is the perfect opportunity for you.

Qualifications

Entry-level training for Financial Professionals including client management and product knowledge.
Encouragement for pursuing professional designations like CFP and ChFC.

Responsibilities

Help clients secure their financial well-being through tailored financial strategies.
Participate in training and development programs for career advancement.

Skills

Client relationship management

Product knowledge

Market development

Networking

Entrepreneurial mindset

Education

Bachelor's degree

Professional designations (CFP, ChFC)

Tools

Remote-work technology solutions

Job description

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers, and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values-driven, entrepreneurial mindset, knack for networking, and possess a desire to shape and protect their future as well as those they serve.

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
Social impact and community engagement prosper through our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually.
Enjoy the flexibility for Work-Life Balance enabling us to identify with our authentic selves.

Training and support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA registration requirements as well as help you navigate state licensing needs. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play, and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Benefits and compensation

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver an amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)

Seniority level