Wealth Management Associate: License Path & Mentorship

equitable; Dallas (TX); On-site; USD 60,000 - 120,000; Full time

Job summary

Equitable Advisors is seeking professionals to join its wealth management training track in the United States. You will engage clients, develop financial strategies, and advise on products and services while pursuing FINRA licensing.

This in-office role emphasizes relationship-building and guidance. The program includes hands-on training, mentorship from senior leaders, and access to a Virtual University to support growth toward CFP®, ChFC, and other credentials, with a collaborative,

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7 and Series 66 licensing.
• Values-driven with a track record of success and achievement.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with a drive to impact others positively.
• Ability to collaborate with top performers and teams.
• Must be authorized to work in the United States.

Responsibilities

• Client Engagement: build and nurture client relationships through networking and portfolio management.
• Financial Strategy Development: tailor strategies to client objectives and risk tolerance.
• Product and Service Consultation: discuss solutions suited to each client's situation.

Skills

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Mindset

Collaboration

Education

Bachelor's degree or equivalent experience

State Life & Health Licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking professionals to join its wealth management training track in the United States. You will engage clients, develop financial strategies, and advise on products and services while pursuing FINRA licensing.

This in-office role emphasizes relationship-building and guidance. The program includes hands-on training, mentorship from senior leaders, and access to a Virtual University to support growth toward CFP®, ChFC, and other credentials, with a collaborative,