Wealth Management Associate - Licensing & Mentorship Path

Equitable Advisors; Austin (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health, dental and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability and life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Austin, TX seeks a Wealth Management Associate to build client relationships, develop financial strategies, and discuss tailored products. You will engage with clients through networking, manage portfolios, and leverage a structured path to advisory licensing.

The role emphasizes an entrepreneurial mindset, strong communication, and collaboration with top performers. In-office presence is required, with a focus on work-life balance and professional growth.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal abilities with self-confidence.
• Entrepreneurial mindset focused on helping clients achieve goals.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Understand clients' objectives and risk tolerance to propose strategies.
• Discuss financial products and services tailored to client situations.
• In-office presence required with a flexible schedule to balance work and life.

Skills

Client engagement

Communication

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Austin, TX seeks a Wealth Management Associate to build client relationships, develop financial strategies, and discuss tailored products. You will engage with clients through networking, manage portfolios, and leverage a structured path to advisory licensing.

The role emphasizes an entrepreneurial mindset, strong communication, and collaboration with top performers. In-office presence is required, with a focus on work-life balance and professional growth.