Wealth Manager - Retirement Benefits, Flexible Schedule & Growth

Equitable Advisors; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) matching program

Employee Stock Purchase Plan (ESPP)

Disability and life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Houston offers a Wealth Management Associate role within the Retirement Benefits Group to help education, healthcare, and government professionals plan secure retirements. The program provides licensing and a structured path to becoming a wealth manager with support and ongoing learning.

You will engage clients, present diverse financial products, and manage client data with confidentiality.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Must be authorized to work in the United States.
• Strong interpersonal and communication abilities.

Responsibilities

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our financial products and how they fit their needs.
• Client Service and Implementation: Analyze and organize client data and implement appropriate solutions.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Tools

FINRA licenses

SIE

Series 7

Series 66

Job description

Equitable Advisors in Houston offers a Wealth Management Associate role within the Retirement Benefits Group to help education, healthcare, and government professionals plan secure retirements. The program provides licensing and a structured path to becoming a wealth manager with support and ongoing learning.

You will engage clients, present diverse financial products, and manage client data with confidentiality.