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Financial Consultant Financial Advisor

Wealth Management Associate: Pivot into Financial Advisory

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Equitable Advisors
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Texas seeks a Wealth Management Associate to build client relationships and deliver tailored financial solutions. Ideal for professionals transitioning into finance, this role values transferable skills in client management and strategic thinking. Responsibilities include educating clients on products and collaborating with advisors. The firm offers comprehensive training, competitive compensation, and a collaborative environment. This is a great opportunity to leverage existing expertise in a rewarding career.
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Position Requirements
10+ Years work experience
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