Wealth Management Associate: Licensing & Training Path

Equitable Advisors; Dallas (TX); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Mentorship opportunities

Access to leadership development

Sign-on payment based on time to complete licensing

Job summary

A financial services company based in Dallas is looking for professionals to build client relationships, develop tailored financial strategies, and consult on various financial products. The role requires a Bachelor's degree and specific FINRA licenses. Ideal candidates will have strong communication skills and a collaboration mindset. This position offers comprehensive training, benefits, and a commitment to personal growth and community impact.

Qualifications

• Must be authorized to work in the United States.
• State Life & Health, SIE, Series 7, Series 66 licenses are required.
• Strong interpersonal and communication abilities are essential.

Responsibilities

• Build and nurture client relationships through networking events.
• Develop personalized financial strategies for clients.
• Consult on financial products and services tailored to clients' needs.

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Excellent communication skills

Entrepreneurial spirit

Collaboration abilities

Education

Bachelor's degree or equivalent

Tools

FINRA licensing

Job description

A financial services company based in Dallas is looking for professionals to build client relationships, develop tailored financial strategies, and consult on various financial products. The role requires a Bachelor's degree and specific FINRA licenses. Ideal candidates will have strong communication skills and a collaboration mindset. This position offers comprehensive training, benefits, and a commitment to personal growth and community impact.