Wealth Management Associate – Austin, TX | FINRA Licensing

Equitable Advisors; Austin (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Personalized Coaching

Leadership Development

CFP/ChFC study support

Sign-On Payment

Stable Pay

Commissions & Bonus

Benefits package (health/dental/vision

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Austin, TX to build client relationships and develop tailored financial strategies. You will engage clients through events, manage portfolios, and provide clear recommendations aligned with risk tolerance.

The role includes licensing sponsorship and a structured training path. With in-office duties, you will participate in hands-on programs, mentorship, and continuous learning through the firm’s virtual university, preparing you for

Qualifications

• Bachelor's degree or equivalent skills and 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.
• Entrepreneurial mindset 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

• Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required to serve clients and collaborate with the team.
• Maintain a flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Client engagement

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Wealth Management Associate in Austin, TX to build client relationships and develop tailored financial strategies. You will engage clients through events, manage portfolios, and provide clear recommendations aligned with risk tolerance.

The role includes licensing sponsorship and a structured training path. With in-office duties, you will participate in hands-on programs, mentorship, and continuous learning through the firm’s virtual university, preparing you for