Wealth Management Associate – FINRA Licensing & Growth

Equitable Advisors; Austin (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

Biweekly Pay

Commissions & Bonus

Comprehensive Benefits

ESPP

Job summary

Equitable Advisors in Austin, TX seeks a proactive wealth advisor who will build enduring client relationships and craft personalized financial strategies. In-office presence is required, with a structured path to licensing and ongoing professional development.

You'll join a team that emphasizes collaboration, client service excellence, and ethical guidance. Training includes FINRA licensing support, mentorship, and growth opportunities toward CFP/ChFC credentials.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• FINRA sponsorship provided for licensing.
• Biweekly pay with potential commissions and bonuses.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies based on objectives and risk tolerance.
• Consult on financial products and services tailored to clients' situations.
• Collaborate with top performers and participate in training programs.

Skills

Client engagement

Relationship building

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization (US)

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Austin, TX seeks a proactive wealth advisor who will build enduring client relationships and craft personalized financial strategies. In-office presence is required, with a structured path to licensing and ongoing professional development.

You'll join a team that emphasizes collaboration, client service excellence, and ethical guidance. Training includes FINRA licensing support, mentorship, and growth opportunities toward CFP/ChFC credentials.