Wealth Management Associate - Flexible Path to Licenses & Growth

Equitable Advisors; Fort Worth (TX); In loco; USD 60.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, Dental & Vision

401(k)

ESPP

Disability Insurance

Life Insurance

TRIP

Descrizione del lavoro

Equitable Advisors in Fort Worth, TX seeks driven professionals to become wealth managers through a structured licensing path, backed by FINRA sponsorship and a comprehensive training program. The role emphasizes community engagement and local-school/municipal work in a field-based setting.

You will build client networks, learn from top performers, and pursue professional designations such as CFP or ChFC while enjoying a base salary plus commissions and a full benefits package.

Competenze

• Bachelor's degree or equivalent education and work experience.
• Licensing: Life & Health, SIE, Series 7, Series 66.
• Values-driven mindset with a track record of success.
• Strong communication and interpersonal skills with self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to collaborate with top performers.
• Work authorization to work in the United States.

Mansioni

• Engage with clients to grow and manage relationships in established markets.
• Educate clients on financial products and tailor solutions to their needs.
• Analyze client data, ensure confidentiality, and implement appropriate services.
• Maintain a flexible schedule to balance responsibilities and personal time.

Conoscenze

Licensing: Life/Health, SIE, Series 7,

Formazione

Bachelor's degree or equivalent

Strumenti

Licensing requirements

Descrizione del lavoro

Equitable Advisors in Fort Worth, TX seeks driven professionals to become wealth managers through a structured licensing path, backed by FINRA sponsorship and a comprehensive training program. The role emphasizes community engagement and local-school/municipal work in a field-based setting.

You will build client networks, learn from top performers, and pursue professional designations such as CFP or ChFC while enjoying a base salary plus commissions and a full benefits package.