Wealth Management Associate — Licensing & Career Growth

equitable; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Equitable Advisors seeks a motivated professional to grow with our wealth-management team in Houston, TX. The role focuses on client relationships, financial planning, and product guidance within a structured licensing path.

You will receive FINRA sponsorship, comprehensive training, and mentorship to obtain required licenses and build a successful advisory career. In-office presence is required to engage with clients.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client engagement: build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies by understanding objectives and risk tolerance to offer clear guidance.
• Consult on financial products and services tailored to clients' situations.

Skills

Communication skills

Collaboration

Entrepreneurial mindset

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors seeks a motivated professional to grow with our wealth-management team in Houston, TX. The role focuses on client relationships, financial planning, and product guidance within a structured licensing path.

You will receive FINRA sponsorship, comprehensive training, and mentorship to obtain required licenses and build a successful advisory career. In-office presence is required to engage with clients.