Wealth Management Associate - TX, Dallas (5237)
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 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 Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure 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 skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment 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): comprehensive 120‑day hands‑on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: 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 you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. 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. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. Primary Location UNITED STATES-TX-Dallas Organization Equitable Advisors #J-18808-Ljbffr Equitable Advisors
$65k - $85k
...Wealth Management Virtual Engagement Associate (VEA) Program This application is for candidates who are interested in roles with anticipated start dates... ...six office locations: Alpharetta, GA | Chicago, IL | Dallas, TX | New York Metro | Tempe, AZ. This is not a remote...SuggestedFull timeTemporary workWork at officeWork visa- ...Description Real Estate (Asset Mgr) Job Description Associate -Acquisitions - Real Estate Asst Mgr- Dallas, TX Acquisitions Associate Dallas, TX A growing real estate investment and asset management platform is seeking an Acquisitions Associate to...Suggested
$60k - $65k
About the Role As an Acera Associate Account Executive, you’ll work alongside sharp, inquisitive... ...field‑based time and priority management. Clear, professional communication with... ...Work Location & Travel Remote within NW Dallas, TX. Travel may include up to 80%‑90% domestic...SuggestedRemote workFlexible hours- Job Duties: Senior Associate, Client Onboarding & Configuration with Goldman Sachs & Co. LLC in Dallas, Texas. Establish new accounts through understanding different client... ...obligations. Work closely with personal wealth management advisor teams to ensure all client...Suggested
- Associate Veterinarian - Dallas, TX | Flexible Schedule | Surgery Focus | Pavillion Animal Hospital is seeking a full-time or part-time Associate... ...* Veterinary Diagnostics * Client Communication * Case Management * Team Collaboration * Medical Record Documentation * Preventive...SuggestedFull timePart timeWork at officeLocal areaRelocation packageMonday to FridayFlexible hours
- Associate Veterinarian - Dallas-Fort Worth, TX Find Your Place. Practice Your Way. Grow With a Team That Supports You. Western Veterinary Partners is growing across the Dallas-Fort Worth area, and we're looking for compassionate, talented Associate Veterinarians...Full timePart timeLocal areaRelocation packageFlexible hoursWeekend work
$100k
...materials and investment narratives. Role Overview As an Investment Associate at BetterPitch, your mission is to drive our clients’... ...degree preferred Details Position Type: Full-Time Location: Dallas, TX (In-Office) Compensation: $100,000 USD/year #J-18808-Ljbffr...Full timeWork at office- Lemnis Capital LLC, an RIA focused on holistic wealth management, seeks an entry-level Wealth Management Associate for the LC Elite Program in Richardson, TX. You’ll build your own client book, conduct discovery meetings, and support planning and investment advice under...
- A wealth management firm in Dallas is seeking a Senior Associate to enhance client relationships and manage operational functions. This role requires 2+ years of relevant experience and strong communication skills. Responsibilities include client servicing, preparing for...
- ...data, we facilitate the business in achieving desired objectives for all aspects of account onboarding, portfolio accounting, cash management, client reporting. These functions cover a wide range of clients and a complex product range, which include equities, fixed...Full timeTemporary workWork at office
- ...Location: Dallas, Texas – a dynamic and fast-growing city known for its strong economy, diverse culture, and vibrant lifestyle... ...a modern small animal veterinary hospital in Dallas, TX that is seeking an Associate Veterinarian (DVM) to join a collaborative and supportive...Full timePart timeRelocation packageMonday to FridayFlexible hoursShift work
- Controllers, AWM Fund Controllers, Associate, Dallas location_on Dallas, TX, United States Controllers The mission of Controllers is to ensure that... ...teams within Controllers that support the Asset & Wealth Management Division within the firm through an oversight over...Full timeTemporary work
- ...Category All Job Posting Locations: Job Description We are searching for the best talent for an Associate Clinical Consultant to support clients and patients in the Dallas, TX territory. About Cardiovascular Fueled by innovation at the intersection of biology and...Daily paidLocal area
$75k - $100k
...Job Description Job Description Job Summary: Associate Attorney Location: Dallas, TX (Onsite) Employment Type: Permanent Compensation: $75... ...written and verbal communication skills Ability to manage high-volume caseloads Strong problem-solving, organizational...Permanent employmentFull timeRelocation- (DVM) Associate Veterinarian - Dallas, TX A well-established small animal practice is seeking an Associate Veterinarian to join its team. This opportunity is ideal for a doctor who thrives in a collaborative environment, values ongoing professional development, and is committed...Relocation package
$90k - $130k
...POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients...Temporary workLocal area- A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $3.14 trillion in assets under supervision globally...
- ...Job Description Job Description Managing a diverse portfolio of oil and gas assets and... ...finance function at Phoenix. The Senior Associate will be working closely with the MD of... ...Williston and Dickinson, ND, Chicago, IL, and Dallas, TX. Phoenix Energy One, LLC is pursuing an...
$150k - $285k
...(VP/ED) is a subject‑matter expert responsible for advising Wealth Management teams and clients on U.S. regulatory considerations and execution... ...banking, or corporate issuer stakeholders. Base Pay/Salary Dallas,TX $150,000.00 - $285,000.00 / year; New York,NY $150,000.00 -...- SUMMARY The Wealth Management Associate partners closely with their assigned external sales representatives and advisors to promote and sell Allworth’s financial advice solutions to prospective clients referred by outside partners. They are the first point of contact for...Full timeContract workPart timeInternshipImmediate startFlexible hours
- Selby Jennings is seeking an Associate to join its GP Solutions team in Dallas, offering exposure to NAV financing, preferred equity, and other fund-level... ...investment lifecycle from origination to portfolio management, working with senior professionals in a lean, entrepreneurial...
$50k - $70k
...investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment... ...investing with confidence and innovation. Trading Associate Office Location: Dallas, TX About the Team & Role: Trading Associate...Work at officeLocal areaShift work- ...looking for a results-driven Bilingual Dealership Success Associate in Dallas, TX to join our growing inside sales team. In this role, you’... ...partnerships with dealerships and collaborate with Account Managers across the region. As a daily office-based position...Work at office
$45k - $85k
...they are willing to work. Your Path: From Associate Trainee to Vice President Our LC Elite Program is a proven 2‑year management track designed to accelerate your professional... ...to Junior Associate, progressing into Wealth Management Associate, and ultimately positioning...Traineeship- A financial services company based in Dallas is looking for professionals to build client relationships, develop tailored financial strategies, and consult on various financial products. The role requires a Bachelor's degree and specific FINRA licenses. Ideal candidates...
- ...individuals, families, and business owners with comprehensive wealth management. Our representatives are dual-registered through Innovation... ...appropriate. We’re hiring an entry-level Wealth Management Associate to join our LC Elite Program—our leadership fast-track designed...
- ...About the job Wedding Dress Specialist - Bridal Gown Alterations - Dallas, TX We are seeking a skilled wedding dress specialist to join our network of independent alteration professionals. If you have a passion for precision tailoring on bridal gowns and a steady hand...For contractorsLocal areaWork from home
$120k - $145k
...Purpose:The open position is for an associate based in our Atlanta, Boston, Chicago, Dallas, Houston or New York office... ...normalized earnings, achievability of management’s budget, operational insights,... ...USA; Atlanta, GA, USA; Houston, TX, USA; New York, NY, USA; Chicago,...Full timeWork at officeWorldwide- Licensed Therapist Associate (LPC-A, LMFT-A, LMSW) - Bilingual (Spanish) Location: Dallas, TX (In-Office) Annual Compensation: $67,000 - $70,000 $2,500 Sign-On Bonus Next STEPS Worldwide is a premier outpatientclinic offering comprehensive psychological, therapeutic, and...Full timeWork at officeWorldwideRelocation packageMonday to Friday
- Our ImpactWealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial... ...of Goldman Sachs Bank, USA. Your ImpactThe Underwriting Associate plays a critical role in supporting the Private Bank’s...
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