Wealth Management Leader: Coaching & Team Growth

Equitable Advisors

Pearland (TX)

On-site

USD 70,000 - 100,000

Full time

14 days+
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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

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.
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