Wealth Management Leader & Coach (Remote)

Equitable Advisors; Katy (TX); On-site; USD 85,000 - 140,000; Full time

Job summary

Equitable Advisors is seeking a leadership-focused professional to grow and guide a team of Financial Professionals in a dynamic wealth management environment. This role emphasizes talent discovery, coaching, and alignment with branch strategy to deliver client-focused financial futures.

You will engage with local leadership, develop markets, and participate in training programs including Leadership Development School and virtual university resources, with remote-work tech support and a strong

Qualifications

• Four-year college degree preferred but not required.
• Must pass FINRA Series 24 exam prior to stepping into leadership.
• Authorized to work in the United States.
• Ability to develop markets and sustain long-term relationships.
• Knowledge of our products and services.
• High degree of self-confidence but team-first attitude.

Responsibilities

• 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.

Skills

Networking

Coaching

Leadership

Relationship building

Self-confidence

Education

Four-year college degree preferred but not required

State Life and Health license

SIE

FINRA Series 7

FINRA Series 66

FINRA Series 24

Job description

Equitable Advisors is seeking a leadership-focused professional to grow and guide a team of Financial Professionals in a dynamic wealth management environment. This role emphasizes talent discovery, coaching, and alignment with branch strategy to deliver client-focused financial futures.

You will engage with local leadership, develop markets, and participate in training programs including Leadership Development School and virtual university resources, with remote-work tech support and a strong