Wealth Management Associate — Training, Licensing & Growth

Equitable Advisors; Dallas (TX); Sur place; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

FINRA Sponsorship

Biweekly pay

Commissions and bonus

Health, dental, vision

401(k) contributions

Employee stock purchase plan (ESPP)

Transportation Reimbursement Program

Résumé du poste

Equitable Advisors is seeking a driven financial services professional to build client relationships, manage portfolios, and deliver strategic financial guidance. You will work in-office with licensing support, pursuing FINRA designations while growing a client base and contributing to team success.

The role emphasizes relationship building, effective communication, and a proactive, entrepreneurial mindset to help clients reach their financial goals within a supportive, growth-oriented

Qualifications

• Bachelor's degree or equivalent required.
• State Life & Health, SIE, Series 7, Series 66 licensing required/ sponsorship available.
• Excellent interpersonal and communication abilities; self-confidence.
• Authorized to work in the United States.

Responsabilités

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' objectives and risk tolerance to develop personalized financial strategies.
• Discuss financial products and services tailored to clients' needs.

Connaissances

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Formation

Bachelor's degree

Outils

FINRA Licensing Process

CFP/ChFC training

Description du poste

Equitable Advisors is seeking a driven financial services professional to build client relationships, manage portfolios, and deliver strategic financial guidance. You will work in-office with licensing support, pursuing FINRA designations while growing a client base and contributing to team success.

The role emphasizes relationship building, effective communication, and a proactive, entrepreneurial mindset to help clients reach their financial goals within a supportive, growth-oriented