Wealth Management Associate — Licensing & Mentorship

equitable; Brownsville (TX); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Sign-On Payment

Stable Pay (Biweekly)

Commissions & Bonus

Health, Dental & Vision

401(k) & ESPP

Transportation Reimbursement (TRIP)

Descripción de la vacante

Equitable Advisors is seeking a client-focused wealth management professional in Texas to engage clients, develop financial strategies, and discuss suitable products. The role offers FINRA licensing sponsorship and a structured training path.

The in-office position emphasizes relationship-building, collaboration with top performers, and a commitment to helping individuals achieve their financial goals.

Formación

• Bachelor's degree or equivalent experience.
• State Life & Health licensing, SIE, Series 7, Series 66 required.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.

Responsabilidades

• 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 is required.
• Support work-life balance with a structured schedule.

Conocimientos

Client engagement

Communication

Entrepreneurial mindset

Team collaboration

Licensing (Series 7/66/SIE)

Work authorization in the US

Educación

Bachelor's degree or equivalent

Herramientas

FINRA Licensing Sponsorship

Descripción del empleo

Equitable Advisors is seeking a client-focused wealth management professional in Texas to engage clients, develop financial strategies, and discuss suitable products. The role offers FINRA licensing sponsorship and a structured training path.

The in-office position emphasizes relationship-building, collaboration with top performers, and a commitment to helping individuals achieve their financial goals.