Wealth Management Trainee

Equitable Advisors; Dallas (TX); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Stable Pay

Commissions & Bonus

Health, Dental & Vision

Job summary

Equitable Advisors is seeking a driven wealth manager to engage clients, design financial strategies, and guide them through licensing paths. This role emphasizes relationships, ongoing learning, and a formal onboarding that includes FINRA sponsorship and mentorship.

The position requires in-office presence, a bachelor's degree or equivalent, and active licensing. You will join a people-driven culture that rewards collaboration, growth, and client-focused service.

Qualifications

• Bachelor's degree or equivalent.
• Licensing in Life & Health, SIE, Series 7, Series 66 required/ pusuing.
• FINRA sponsorship provided for required licenses.
• Must be authorized to work in the United States.
• Strong communication and interpersonal skills required.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required with a flexible schedule to maximize productivity.

Skills

Client engagement

Communication

Networking

Team collaboration

Entrepreneurial mindset

Education

Bachelor's degree or equivalent

Licensing: Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking a driven wealth manager to engage clients, design financial strategies, and guide them through licensing paths. This role emphasizes relationships, ongoing learning, and a formal onboarding that includes FINRA sponsorship and mentorship.

The position requires in-office presence, a bachelor's degree or equivalent, and active licensing. You will join a people-driven culture that rewards collaboration, growth, and client-focused service.