Wealth Management Associate – Training & Licensing Path

Equitable Advisors; Houston (TX); On-site; USD 60,000 - 90,000; Part time

Benefits offered by this job

Comprehensive benefits programs

Flexible schedule

Mentorship opportunities

Job summary

A prominent financial services company is seeking a Wealth Management Associate to build client relationships, develop financial strategies, and provide tailored consultations. Located in Houston, TX, the role requires a bachelor's degree and various financial licenses. The company offers comprehensive training, mentoring programs, and a supportive work environment that values diversity. This part-time position in finance and sales encourages professional growth with opportunities for commissions and bonuses, plus a commitment to community impact.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives and risk tolerance.
• Discuss financial products and services tailored to clients' situations.

Skills

Values-driven

Excellent interpersonal and communication skills

Entrepreneurial spirit

Collaboration

Education

Bachelor's degree or equivalent

State Life & Health, SIE, Series 7, Series 66

Job description

A prominent financial services company is seeking a Wealth Management Associate to build client relationships, develop financial strategies, and provide tailored consultations. Located in Houston, TX, the role requires a bachelor's degree and various financial licenses. The company offers comprehensive training, mentoring programs, and a supportive work environment that values diversity. This part-time position in finance and sales encourages professional growth with opportunities for commissions and bonuses, plus a commitment to community impact.