Wealth Management Associate - TX, Dallas

Job Description - Wealth Management Associate - TX, Fort Worth (5243) (2600006Z)

Wealth Management Associate - TX, Fort Worth (5243) ( 2600006Z )

UNITED STATES-TX-Fort Worth

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.

• Build and nurture client relationships through networking events and portfolio management, ensuring 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

• Bachelor's degree or equivalent skills and work experience
• State Life & Health, SIE, Series 7, Series 66 licenses
• 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

• FINRA Sponsorship provided for required FINRA licensing
• 120‑day comprehensive hands‑on training (PEP)
• Virtual University access for continuous learning
• Joint work and mentorship opportunities
• Personalized coaching from a local Vice President
• Leadership Development School for those with management ambition
• Encouragement to pursue professional designations such as CFP®, ChFC, and Equitable Advisors’ Credentialed Holistic Financial Coach program

• Sign‑On Payment based on time to complete required FINRA licenses and registrations and enter PEP
• Stable biweekly pay for eligible financial professionals
• Commission and bonus eligibility in addition to stable pay
• Comprehensive benefits: health, dental, vision, 401(k), ESPP, disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP)

Equitable Advisors is committed to making a difference in the lives of its people and 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. GE-7814315.1(4/25)(Exp.
4/29)