Wealth Management Associate with Future Leadership Opportunity

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

Benefits offered by this job

Health insurance

401(k) Plan with company match

Employee Stock Purchase Plan (ESPP)

Flexible remote-work technology solutions

Job summary

Equitable Advisors in Pearland, Texas is seeking leaders to drive growth in the wealth management industry. The role involves networking for talent, coaching aspiring Financial Professionals, and collaborating with local leadership. Candidates should possess strong supervisory skills and a desire to help clients safeguard their financial futures. A four-year college degree is preferred, alongside licensing requirements including FINRA Series 7 and 24. The position offers comprehensive benefit plans and significant earning potential.

Qualifications

• Complete 12 months as entry level Financial Professional with required licensing.
• Must pass FINRA Series 24 exam before stepping into leadership role.
• Desire to help others plan and protect their financial futures.

Responsibilities

• Networking to discover new talent to grow your team.
• Collaborating with local leadership to strengthen values, mission, and vision.
• Fostering diverse talent and enabling an inclusive work environment.

Skills

Networking

Coaching

Supervisory skills

Relationship development

Knowledge of products & services

Education

Four-year college degree

Tools

FINRA licensing

Job description

Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.

Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.

Daily Activities may include

• Networking to discover new talent to grow your team
• Coaching from your experience & training to develop new Financial Professionals
• Collaborating with local leadership to strengthen values, mission and vision
• Committing to personal and district goals consistent with branch and company strategy
• Supervisory skills ensuring compliance and brand are met
• Fostering diverse talent and enabling an inclusive work environment
• Teambuilding through culture and events

Requirements

• Four-year college degree preferred but not required
• Complete 12 months as entry level Financial Professional meeting requirements including licensing: State Life and Health, SIE, FINRA Series 7, 66 and have a developed client base
• Must pass FINRA Series 24 exam prior to stepping into leadership
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Desire to help others plan for and protect their financial futures
• Knowledge of our products & services
• High degree of self-confidence but team first attitude
• Authorized to work in the United States

Training & Support

• Leadership Development School
• Equitable Advisors' Virtual University
• Columbia Holistic Financial Coach Program
• Sponsorship for FINRA licensing
• Working closely with top leadership thru 1:1 coaching
• Joint work and mentorship opportunities
• Personalized training and support in all areas important to building your business
• Opportunity to earn specialized designations such as Certified Financial Planner (CFP®)
• Unlimited earning potential and comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance
• Work-life balance and access to a full suite of remote-work technology solutions

Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to diversity & inclusion, we make it a priority to cultivate a culture that reflects those efforts. We believe success comes when you have strong support and the tools you need. We look to our advisors to help drive us forward. Bring your voice to influence the growth & direction of this evolving industry!

Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE 8204370.1(7/25)(Exp7/29)