Wealth Management Leadership Associate

Equitable Advisors; Dallas (TX); Hybrid; USD 50,000 - 90,000; Full time

Benefits offered by this job

Health plan

401(k) with company match

ESPP

Disability insurance

Job summary

Equitable Advisors is seeking ambitious individuals for its Leadership Development path, designed to train and empower Financial Professionals to grow their own client base while upholding compliance and brand standards.

Participants gain licensing sponsorship, access to virtual education, mentorship from senior leaders, and a path toward CFP designation, with comprehensive benefits and strong earning potential.

Qualifications

• 12 months as entry level Financial Professional with licensing requirements (Life/Health, SIE, FINRA 7/66) and client base.
• Strong networking and relationship-building skills are essential.
• Ability to recruit and develop new Financial Professionals while adhering to compliance rules.

Responsibilities

• Network to discover new talent for the team.
• Coach and train new Financial Professionals.
• Collaborate with local leadership to align with branch strategy and values.
• Pursue district goals in line with company plan.
• Demonstrate supervisory compliance and brand standards.
• Foster diverse talent and inclusive environment.
• Build teams through culture and events.

Skills

Networking

Coaching

Leadership

Relationship building

Team collaboration

Compliance

Education

State Life & Health license

SIE

FINRA Series 7

FINRA Series 66

FINRA Series 24

Job description

Equitable Advisors is seeking ambitious individuals for its Leadership Development path, designed to train and empower Financial Professionals to grow their own client base while upholding compliance and brand standards.

Participants gain licensing sponsorship, access to virtual education, mentorship from senior leaders, and a path toward CFP designation, with comprehensive benefits and strong earning potential.