Wealth Management Associate - FINRA Licensing Path

Equitable Advisors; Fort Worth (TX); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Commissions & Bonus

Health, Dental & Vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability Insurance

Life Insurance

Transportation Reimbursement (TRIP)

Biweekly pay

Job summary

Equitable Advisors is seeking a driven financial services professional to grow a client base and manage wealth with personalized strategies. You will engage clients through networking and portfolio management, offering tailored guidance and ongoing communication to help clients reach financial goals.

The role emphasizes in-office collaboration, licensing requirements, and professional growth opportunities within a structured development program.

Qualifications

• Education: Bachelor's degree or equivalent required.
• Licensing: FINRA Series 7, Series 66, SIE and Life & Health licenses needed.
• Strong interpersonal and communication skills; ability to network and build trust.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies aligned with clients' objectives and risk tolerance.
• Advise on financial products and services tailored to each client’s situation.
• In-office presence required with a focus on consistent client engagement and outcomes.

Skills

Client engagement

Strategy development

Product consultation

Communication skills

Collaboration

Education

Bachelor's degree or equivalent

Tools

Series 7 licensing

Series 66 licensing

SIE licensing

Life & Health licenses

Job description

Equitable Advisors is seeking a driven financial services professional to grow a client base and manage wealth with personalized strategies. You will engage clients through networking and portfolio management, offering tailored guidance and ongoing communication to help clients reach financial goals.

The role emphasizes in-office collaboration, licensing requirements, and professional growth opportunities within a structured development program.