Wealth Management Associate: Launch Your Licensed Career

equitable; Dallas (TX); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Health, dental, vision coverage

401(k)

Employee Stock Purchase Plan (ESPP)

Transportation Reimbursement Incentive

Job summary

Equitable Advisors is actively seeking professionals to join The Retirement Benefits Group (RBG) and build a career in wealth management. You will engage clients, educate on a broad range of financial solutions, and implement tailored products while maintaining data confidentiality.

The program includes FINRA sponsorship, a comprehensive 120-day training period, and access to Virtual University, mentorship, and leadership development to support growth toward professional designations.

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: values-driven with a track record of success and accomplishment.
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
• Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services.
• Flexible schedule to maximize productivity and personal time.
• Working outside the office in local schools and municipalities.

Skills

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Tools

State Life & Health Licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors is actively seeking professionals to join The Retirement Benefits Group (RBG) and build a career in wealth management. You will engage clients, educate on a broad range of financial solutions, and implement tailored products while maintaining data confidentiality.

The program includes FINRA sponsorship, a comprehensive 120-day training period, and access to Virtual University, mentorship, and leadership development to support growth toward professional designations.