Wealth Management Associate - TX, Dallas (2603)

Wealth Management Associate - Dallas, TX

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple : to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking. Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance. Discuss financial products and services tailored to clients' unique situations. In-office presence required. Flexible schedule to maximize productivity and personal time.

Qualifications

Bachelor's degree or equivalent skills and work experience. State Life & Health, SIE, Series 7, Series 66 licensing. Values-driven with a track record of success and accomplishment. Excellent interpersonal and communication abilities with strong self-confidence. Entrepreneurial spirit with a desire to positively impact others' lives. Ability to work with and learn from top performers. Must be authorized to work in the United States.

Training & Development

Provided FINRA sponsorship for required licensing. Comprehensive 120-day hands-on training. Access to Equitable Advisors' Virtual University for continuous learning. Opportunities for joint work and mentorship. Personalized coaching from a local Vice President. Leadership development school for management ambition. Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.

Compensation & Benefits

Sign-on payment based on the time it takes to complete required FINRA licenses and registrations and enter PEP. Biweekly pay for eligible financial professionals. Eligibility to earn commissions and bonus. Comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP).

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.