Wealth Management Associate

Equitable Advisors; Dallas (TX); Hybrid; USD 50,000 - 90,000; Full time

Benefits offered by this job

Health plan

401(k) with company match

ESPP

Disability insurance

Job summary

Equitable Advisors is seeking ambitious individuals for its Leadership Development path, designed to train and empower Financial Professionals to grow their own client base while upholding compliance and brand standards.

Participants gain licensing sponsorship, access to virtual education, mentorship from senior leaders, and a path toward CFP designation, with comprehensive benefits and strong earning potential.

Qualifications

• 12 months as entry level Financial Professional with licensing requirements (Life/Health, SIE, FINRA 7/66) and client base.
• Strong networking and relationship-building skills are essential.
• Ability to recruit and develop new Financial Professionals while adhering to compliance rules.

Responsibilities

• Network to discover new talent for the team.
• Coach and train new Financial Professionals.
• Collaborate with local leadership to align with branch strategy and values.
• Pursue district goals in line with company plan.
• Demonstrate supervisory compliance and brand standards.
• Foster diverse talent and inclusive environment.
• Build teams through culture and events.

Skills

Networking

Coaching

Leadership

Relationship building

Team collaboration

Compliance

Education

State Life & Health license

SIE

FINRA Series 7

FINRA Series 66

FINRA Series 24

Job description

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them.

Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.

Daily Activities may include

• Networking to discover new talent to grow your team
• Coaching from your experience & training to develop new Financial Professionals
• Collaborating with local leadership to strengthen values, mission and vision
• Committing to personal and district goals consistent with branch and company strategy
• Supervisory skills ensuring compliance and brand are met
• Fostering diverse talent and enabling an inclusive work environment
• Teambuilding through culture and events

Requirements

• Four-year college degree preferred but not required
• Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
• Must , pass FINRA Series 24 exam prior to stepping into leadership
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Desire to help others plan for and protect their financial futures
• Knowledge of our products & services
• High degree of self-confidence but team first attitude
• Authorized to work in the United States

Training & Support

• Leadership Development School
• Equitable Advisors' Virtual University
• Columbia Holistic Financial Coach Program
• Sponsorship for FINRA licensing
• Working closely with top leadership thru 1:1 coaching
• Joint work and mentorship opportunities
• Personalized training and support in all areas important to building your business
• Opportunity to earn specialized designations such as Certified Financial Planner (CFP™)
• Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
• Work-life balance and access to a full suite of remote-work technology solutions

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE 8204370.1(7/25)(Exp7/29)