Wealth Management Associate: Licensing + Mentorship Path

equitable; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Equitable Advisors is seeking a growth-oriented wealth advisor trainee to build client relationships, develop personalized financial plans, and guide clients through risk-managed strategies. This role progresses through licensing and delivers a structured path to becoming a licensed wealth manager.

The position is in-office with a mentorship-driven training program, offering a clear pathway to professional designations and long-term career development in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Excellent interpersonal communication abilities.
• Entrepreneurial spirit with a drive to help clients succeed.

Responsibilities

• Client engagement: build and nurture client relationships and track progress.
• Financial strategy development: tailor objectives and risk-aware plans.
• Product and service consultation: discuss suitable financial offerings for clients.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Self-confidence

Networking

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a growth-oriented wealth advisor trainee to build client relationships, develop personalized financial plans, and guide clients through risk-managed strategies. This role progresses through licensing and delivers a structured path to becoming a licensed wealth manager.

The position is in-office with a mentorship-driven training program, offering a clear pathway to professional designations and long-term career development in wealth management.