Wealth Management Associate - TX, Dallas (4043)

Role Highlights

• Build and nurture client relationships through networking events and portfolio management
• Ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies
• Offer clear recommendations and guidance
• 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
• Educational and interpersonal communication skills
• Strong self-confidence
• Entrepreneurial spirit with a desire to positively impact others' lives

Collaboration

Able to work with and learn from top performers

Training & Development

• FINRA Sponsorship: Provided for required FINRA licensing
• 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
• 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

• Commitment to making a difference in the lives of its people and their communities
• Value diversity and inclusivity
• Offer wellness programs and employee resource groups
• Programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually

Primary Location

UNITED STATES-TX-Dallas