Wealth Management Associate: Flexible Path to CFP & Impact

Equitable Advisors; Houston (TX); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits programs

401(k) with employer match

Employee Stock Purchase Plan (ESPP)

Disability and life insurance

Job summary

Equitable Advisors, based in Houston, TX, is seeking motivated individuals to become wealth managers. You'll engage with clients, offer financial products, and maintain a flexible work-life balance. Successful candidates should possess a Bachelor's degree and relevant licensing, along with strong communication skills and a desire to impact lives positively.

The role offers comprehensive training, mentorship, and the potential for significant income through commissions and bonuses while contributing to community welfare and employee development.

Qualifications

• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Track record of success and accomplishment.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data and ensure confidentiality.

Skills

Communication Skills

Collaboration

Entrepreneurial Spirit

Values-driven

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health Licensing

Series 7

Series 66

Job description

Equitable Advisors, based in Houston, TX, is seeking motivated individuals to become wealth managers. You'll engage with clients, offer financial products, and maintain a flexible work-life balance. Successful candidates should possess a Bachelor's degree and relevant licensing, along with strong communication skills and a desire to impact lives positively.

The role offers comprehensive training, mentorship, and the potential for significant income through commissions and bonuses while contributing to community welfare and employee development.