Wealth Management Associate | Fast-Track Licensing & Growth

Equitable Advisors; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Sign-On Payment

Stable Pay

Health, Dental, and Vision Benefits

401(k)

Employee Stock Purchase Plan

Disability Insurance

Transportation Reimbursement Incentive Program

Job summary

A leading financial services firm is seeking a Wealth Management Associate to help build client relationships and develop personalized financial strategies. You will engage with clients through networking and explore tailored financial products to meet their unique goals. Applicants should hold a Bachelor's degree and be authorized to work in the U.S., with required licensing sponsorship provided. An entrepreneurial spirit is essential for success in this dynamic role.

Qualifications

• Values-driven with a successful track record.
• Must be authorized to work in the United States.
• Strong self-confidence and interpersonal abilities.

Responsibilities

• Build and nurture client relationships through networking events.
• Develop personalized financial strategies based on client needs.
• Consult on financial products tailored to unique situations.

Skills

Communication Skills

Entrepreneurial Mindset

Interpersonal Abilities

Education

Bachelor's degree or equivalent experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

A leading financial services firm is seeking a Wealth Management Associate to help build client relationships and develop personalized financial strategies. You will engage with clients through networking and explore tailored financial products to meet their unique goals. Applicants should hold a Bachelor's degree and be authorized to work in the U.S., with required licensing sponsorship provided. An entrepreneurial spirit is essential for success in this dynamic role.