Wealth Management Associate — Houston (Licensing & Mentorship)

Equitable Advisors; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP/ChFC credentialing support

TRIP transportation program

Job summary

Equitable Advisors in Houston, TX seeks a Wealth Management Associate to build client relationships, assess financial objectives and craft personalized investment strategies while coordinating with licensed professionals.

You will participate in FINRA licensing through company sponsorship, receive hands-on training during PEP, and access our Virtual University, mentorship, and leadership development opportunities to grow toward senior wealth-management roles.

Qualifications

• Bachelor's degree or equivalent;
• FINRA licensing required (SIE, Series 7, 66, Life/Health)
• Strong communication, interpersonal skills and self-confidence
• Entrepreneurial mindset with team collaboration and results focus
• US work authorization required

Responsibilities

• Engage clients and nurture relationships through networking and portfolio management.
• Develop financial strategies aligned with client objectives and risk tolerance.
• Consult on products and services tailored to client needs.

Skills

Licensing: Series 7

Licensing: Series 66

Licensing: SIE

Licensing: Life & Health

Interpersonal communication

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization in the US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Houston, TX seeks a Wealth Management Associate to build client relationships, assess financial objectives and craft personalized investment strategies while coordinating with licensed professionals.

You will participate in FINRA licensing through company sponsorship, receive hands-on training during PEP, and access our Virtual University, mentorship, and leadership development opportunities to grow toward senior wealth-management roles.