Wealth Management Associate: Flexible Licensing Path

Equitable Advisors; Fort Worth (TX); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day PEP training

Virtual University

Mentorship & coaching

Leadership Development School

Professional growth (CFP/ChFC paths)

Sign-On payment

Base salary + commissions & bonus

Benefits package (health, dental, 401k

Job summary

Equitable Advisors is actively seeking professionals to join The Retirement Benefits Group (RBG) to address retirement needs of education, healthcare, and government professionals. The role offers a structured path to becoming a wealth manager through licensing and employment, with a flexible schedule and strong income potential.

Training includes FINRA sponsorship and a comprehensive 120-day PEP, plus access to a Virtual University, mentorship, and leadership development opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our diverse financial products and services, tailored to meet their needs.
• Client Service and Implementation: Analyze and organize client data, maintain confidentiality, prepare and implement products and services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.
• Location: Working outside the office in local schools and municipalities.

Skills

Excellent communication

Entrepreneurial mindset

Values-driven

Team collaboration

Authorized to work in US

Education

Bachelor's degree or equivalent

Tools

State Life Insurance License

Health License

SIE

Series 7

Series 66

Job description

Equitable Advisors is actively seeking professionals to join The Retirement Benefits Group (RBG) to address retirement needs of education, healthcare, and government professionals. The role offers a structured path to becoming a wealth manager through licensing and employment, with a flexible schedule and strong income potential.

Training includes FINRA sponsorship and a comprehensive 120-day PEP, plus access to a Virtual University, mentorship, and leadership development opportunities.