Wealth Management Associate - Austin, TX (Licensing Path)

Equitable Advisors; Austin (TX); In loco; USD 65.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive benefits (health, dental

Biweekly pay

Commissions and bonus

FINRA sponsorship

401(k) with ESPP

Descrizione del lavoro

Equitable Advisors seeks a Wealth Management Associate in Austin, TX to engage clients, develop financial strategies, and advise on products. In-office presence is required, with a focus on networking, relationship-building, and personalized guidance to help clients reach goals.

The role supports licensing through FINRA sponsorship, a structured training path, and biweekly pay with potential commissions and bonuses. A bachelor's degree and U.S. work authorization are required.

Competenze

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Must be authorized to work in the United States.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

Mansioni

• 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.

Conoscenze

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Formazione

Bachelor's degree or equivalent skills and work experience

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

General work authorization to work in the United States

Descrizione del lavoro

Equitable Advisors seeks a Wealth Management Associate in Austin, TX to engage clients, develop financial strategies, and advise on products. In-office presence is required, with a focus on networking, relationship-building, and personalized guidance to help clients reach goals.

The role supports licensing through FINRA sponsorship, a structured training path, and biweekly pay with potential commissions and bonuses. A bachelor's degree and U.S. work authorization are required.