Wealth Management Associate — Licensing & Growth Path

Equitable Advisors; Dallas (TX); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Biweekly pay

Commissions and bonuses

Comprehensive benefits: health, dental

401(k) and ESPP

Job summary

Equitable Advisors in Dallas seeks a motivated wealth management professional to engage clients, develop financial strategies, and discuss tailored products and services. The role requires licensing (Life & Health, SIE, Series 7, 66) and a Bachelor’s degree, with an in-office work setup and a focus on relationship-building and personal growth.

The training pathway includes FINRA sponsorship, a 120‑day hands-on program, Virtual University access, and mentorship to help you succeed in wealth

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Must be authorized to work in the United States.
• 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.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Maintain a flexible schedule to balance work and personal time.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work Authorization (US)

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Dallas seeks a motivated wealth management professional to engage clients, develop financial strategies, and discuss tailored products and services. The role requires licensing (Life & Health, SIE, Series 7, 66) and a Bachelor’s degree, with an in-office work setup and a focus on relationship-building and personal growth.

The training pathway includes FINRA sponsorship, a 120‑day hands-on program, Virtual University access, and mentorship to help you succeed in wealth