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Equitable Advisors · 1 day ago

Entry Level Wealth Management Associate

Dallas, TX

Full-time

Onsite

New Grad, Entry Level

$24K/yr - $125K/yr

Equitable Advisors is dedicated to making a positive impact in the lives of its clients through a network of financial professionals. The role involves building client relationships, developing financial strategies, and consulting on financial products and services.

Financial Services

Growth Opportunities

No H1B

Hiring Manager

Ben Campbell

Responsibilities

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking

Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance

Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

Qualification

State Life & Health LicenseSIE LicenseSeries 7 LicenseSeries 66 LicenseBachelor's DegreeEntrepreneurial MindsetValues-drivenCommunication SkillsCollaboration

Required

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licensing

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

In-office presence required

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.