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Wealth Management Associate: Licensing + Mentorship Path

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: equitable
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below

Equitable Advisors is seeking a growth-oriented wealth advisor trainee to build client relationships, develop personalized financial plans, and guide clients through risk-managed strategies. This role progresses through licensing and delivers a structured path to becoming a licensed wealth manager.

The position is in-office with a mentorship-driven training program, offering a clear pathway to professional designations and long-term career development in wealth management.

Step into the Wealth Management Associate:
Licensing + Mentorship Path role at equitable in Dallas, TX, United States and grow with us.

We are currently recruiting a Wealth Management Associate:
Licensing + Mentorship Path for our team in Dallas, TX, United States.

This is a strong role to take on the Wealth Management Associate:
Licensing + Mentorship Path role at equitable.

As a Wealth Management Associate:
Licensing + Mentorship Path, you will play an important part at equitable in Dallas, TX, United States.

Position Requirements
10+ Years work experience
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