Wealth Management Associate — Licensing & Career Growth

Equitable Advisors; Austin (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Stable biweekly pay

Sign-on payment based on licensing

Job summary

Equitable Advisors in Austin, Texas, is seeking financial professionals to help clients achieve financial wellness. The role involves building relationships, developing tailored financial strategies, and consulting on financial products. Candidates should have a Bachelor's degree, relevant FINRA licenses, and strong communication skills.

This position offers extensive training, mentorship, and a comprehensive benefits package, including health coverage and retirement plans.

Join our diverse team committed to making a positive impact in the community.

Qualifications

• Bachelor's degree or equivalent skills and experience.
• Must hold State Life & Health, SIE, Series 7, Series 66 licenses.
• Proven track record of success in a sales or service role.

Responsibilities

• Engage clients and build relationships through networking.
• Develop personalized financial strategies for clients.
• Consult on financial products tailored to individual needs.

Skills

Interpersonal communication

Entrepreneurial spirit

Client relationship management

Financial strategy development

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licensing

Job description

Equitable Advisors in Austin, Texas, is seeking financial professionals to help clients achieve financial wellness. The role involves building relationships, developing tailored financial strategies, and consulting on financial products. Candidates should have a Bachelor's degree, relevant FINRA licenses, and strong communication skills.

This position offers extensive training, mentorship, and a comprehensive benefits package, including health coverage and retirement plans.

Join our diverse team committed to making a positive impact in the community.