Wealth Management Associate - Career Transition - TEXAS; Austin, Dallas, Fort Worth
Listed on 2025-12-27
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Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor
Wealth Management Associate - Career Transition Opportunity - TEXAS
Join Equitable Advisors for a rewarding wealth management career in Texas. This role is ideal for experienced professionals ready to pivot into a fulfilling financial services practice.
Key Responsibilities- Build and manage client relationships to understand financial goals and needs
- Educate clients on financial products and services
- Collaborate with senior advisors to deliver financial solutions
- Stay current on market trends, financial regulations, and product offerings
- Participate in ongoing training and certification programs
- Real Estate Professionals with client engagement, negotiation, and asset evaluation skills
- Legal Professionals experienced in compliance, trust management, and client advocacy
- Business Owners adept at strategic planning, financial oversight, and entrepreneurial thinking
- Banking Professionals experienced in financial analysis, risk management, and tailored solutions
- Account Managers proficient in relationship building, client retention strategies, and long‑term customer satisfaction
- Bachelor’s degree or equivalent skills
- Strong interpersonal and communication skills
- Proven ability to build trust and long‑term relationships
- Self‑motivated with a growth mindset and entrepreneurial spirit
- Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)
- Structured training and mentorship
- Competitive compensation with performance‑based incentives
- Benefits package including health and 401(k) retirement plan
- Pathway to professional certifications and career advancement
- Supportive, collaborative team environment
- Opportunity to make a meaningful impact in clients’ lives
If you’re ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we’d love to hear from you. Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.
EEO StatementEquitable Advisors, LLC, member FINRA, SIPC, and affiliate, is an equal opportunity employer. M/F/D/V.
Primary LocationUNITED STATES-TX-Dallas
Other LocationsUNITED STATES-TX-Houston, UNITED STATES-TX-San Antonio, UNITED STATES-TX-Fort Worth, UNITED STATES-TX-Austin
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