Wealth Management Lead: Build Teams, Guide Growth

Equitable Advisors; Cypress (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health Plan (medical, dental, and vision insurance)

401(k) Plan with company match

Employee Stock Purchase Plan (ESPP)

Short- and Long-Term Disability Programs

Work-life balance

Job summary

A leading wealth management firm is seeking individuals to lead teams and develop new Financial Professionals in Cypress, Texas. Your role will involve networking, coaching, and ensuring compliance within a supportive environment. Preference is given to candidates with a four-year college degree, though it is not mandatory. Candidates must complete licensing requirements and show a desire to help others achieve their financial goals. The firm offers unlimited earning potential and comprehensive benefits.

Qualifications

• Complete 12 months as an entry-level Financial Professional including licensing.
• Ability to draw upon experiences to develop and sustain relationships.
• High degree of self-confidence with a team-first attitude.

Responsibilities

• Networking to discover new talent to grow your team.
• Coaching from experience and developing new Financial Professionals.
• Committing to personal and district goals consistent with company strategy.

Skills

Networking to discover new talent

Coaching and training

Supervisory skills

Relationship management

Knowledge of financial products

Education

Four-year college degree

Job description

A leading wealth management firm is seeking individuals to lead teams and develop new Financial Professionals in Cypress, Texas. Your role will involve networking, coaching, and ensuring compliance within a supportive environment. Preference is given to candidates with a four-year college degree, though it is not mandatory. Candidates must complete licensing requirements and show a desire to help others achieve their financial goals. The firm offers unlimited earning potential and comprehensive benefits.