Wealth Management Associate - TX, Austin, Brownville, Dallas, Ft Worth, Houston, Katy, San Anto[...]

Wealth Management Associate - TX, Austin, Brownville, Dallas, Ft Worth, Houston, Katy, San Antonio & The Woodlands (2603) Join to apply for the Wealth Management Associate role at Equitable Advisors . Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals supports 2.4 million clients nationwide, fostering relationships that help people achieve meaningful financial wellness. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking. Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance. Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations. Location: In‑office presence required. Work‑Life Balance: Flexible schedule to maximize productivity and personal time. Skills & Experience Education: Bachelor’s degree or equivalent work experience. Licensing: State Life & Health, SIE, Series 7, Series 66. Personal Attributes: Values‑driven with a track record of success. Communication Skills: Excellent interpersonal and communication abilities with strong self‑confidence. Mindset: Entrepreneurial spirit with a desire to positively impact others’ lives. Collaboration: Ability to work with and learn from top performers. Work Authorization: Must be authorized to work in the United States. Training & Development FINRA Sponsorship: Provided for required FINRA licensing. Preliminary Employment Period (PEP): Thirty‑day hands‑on training program. Virtual University: Continuous learning through Equitable Advisors’ Virtual University. Mentorship: Opportunities for joint work and mentorship. Personalized Coaching: Benefit from the training and guidance of a local Vice President throughout your journey. Leadership Development: Access to Leadership Development School for managerial ambitions. Professional Growth: Encouragement to pursue professional designations such as CFP®, ChFC and Equitable Advisors’ Credentialed Holistic Financial Coach program. Compensation & Benefits Sign‑On Payment: Based on the time required to complete FINRA licenses and registrations and enter PEP. Stable Pay: Bi‑weekly pay for eligible financial professionals to establish a career in wealth management. Commissions and Bonus: In addition to Stable Pay, eligible professionals earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible professionals, 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, and support community engagement through programs such as “1,000 Hours of Giving Back.” Equal Opportunity Employer Equitable Advisors, LLC, member FINRA, SIPC, and affiliate, is an equal opportunity employer. M/F/D/V. Primary Location UNITED STATES-TX-Houston Other Locations UNITED STATES-TX-The Woodlands, UNITED STATES-TX-San Antonio, UNITED STATES-TX-Katy, UNITED STATES-TX-Fort Worth, UNITED STATES-TX-Dallas, UNITED STATES-TX-Brownsville, UNITED STATES-TX-Austin #J-18808-Ljbffr Equitable Advisors