Wealth Management Associate: Licensing & Growth Track

equitable; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

Job summary

Equitable Advisors is looking for professionals to build client relationships, develop tailored financial strategies, and consult on products. This role requires in-office presence and licensing sponsorship to support FINRA qualifications.

You will benefit from structured training programs, mentorship, and opportunities for professional growth within a values-driven culture that emphasizes social impact and community engagement.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7 and Series 66 licensing requirements.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial spirit with drive to positively impact others.

Responsibilities

• Client engagement: build and nurture client relationships and track progress.
• Develop financial strategies aligned to client objectives and risk tolerance.
• Consult on financial products and services tailored to client needs.
• Maintain in-office presence to foster relationships and grow network.
• Balance work and personal time to maximize productivity.

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is looking for professionals to build client relationships, develop tailored financial strategies, and consult on products. This role requires in-office presence and licensing sponsorship to support FINRA qualifications.

You will benefit from structured training programs, mentorship, and opportunities for professional growth within a values-driven culture that emphasizes social impact and community engagement.