Wealth Management Associate — Licensing & Mentorship Path

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

Benefits offered by this job

Licensing Sponsorship

Mentorship

Biweekly Pay

Comprehensive Benefits

Leadership Training

Job summary

Equitable Advisors is actively seeking motivated financial professionals to become wealth managers through licensed roles and structured employment. You will engage clients, craft personalized financial strategies, and advise on products and services while working within an in-office path and comprehensive training.

We offer FINRA sponsorship, a 120-day hands-on training period, mentorship, and a strong emphasis on professional growth and certifications, plus stable pay, commissions, and

Qualifications

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

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Develop financial strategies tailored to clients’ objectives and risk tolerance to devise personalized guidance.
• Discuss financial products and services tailored to clients’ unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Education

Licensing

Personal Attributes

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is actively seeking motivated financial professionals to become wealth managers through licensed roles and structured employment. You will engage clients, craft personalized financial strategies, and advise on products and services while working within an in-office path and comprehensive training.

We offer FINRA sponsorship, a 120-day hands-on training period, mentorship, and a strong emphasis on professional growth and certifications, plus stable pay, commissions, and