Wealth Management Associate — Client Growth & Training

Equitable Advisors; Austin, Northern (TX, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

Biweekly pay

Commissions and bonus

Health, dental, vision, 401(k), ESPP,;

TRIP transportation reimbursement

Job summary

Equitable Advisors is seeking a Wealth Management Associate to join our Austin office. You will build and nurture client relationships, develop personalized financial strategies, and discuss suitable products and services to meet clients' goals.

The role requires in-office presence, a Bachelor’s degree or equivalent experience, and FINRA licensing progression (Series 7/66, SIE). Training and development programs support career growth including CFP pathways.

Qualifications

• Bachelor's degree or equivalent skills/experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with desire to positively impact others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies based on clients' objectives and risk tolerance.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required.
• Flexible schedule to balance productivity and personal time.

Skills

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Work authorization

Collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a Wealth Management Associate to join our Austin office. You will build and nurture client relationships, develop personalized financial strategies, and discuss suitable products and services to meet clients' goals.

The role requires in-office presence, a Bachelor’s degree or equivalent experience, and FINRA licensing progression (Series 7/66, SIE). Training and development programs support career growth including CFP pathways.