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Equitable Advisors · 3 weeks ago

Entry Level - Wealth Management Associate

Dallas, TX

Full-time

Onsite

New Grad, Entry Level

Equitable Advisors is a leading financial services firm that values ambition and promotes a culture of advancement. The Wealth Management Associate role is designed to provide the necessary training and development to succeed in the financial services industry, with opportunities for career progression into management positions.

Financial Services

Growth Opportunities

No H1B

Hiring Manager

Joel Cochran

Responsibilities

Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals

Ensuring compliance oversight and supervision

Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy

Demonstrates a high level of proficiency in their role as a Financial Professional

Qualification

State lifeHealth licensesSIE examFINRA Series 7FINRA Series 66Professional Selling skillsInterpersonal skillsCommunication abilitiesTeam playerSelf-starterIntegrityWork ethic

Required

You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Preferred

A four-year college degree is preferred but not required

Benefits

Compensation you control and a complete benefits package

Personalized and comprehensive training and support in all areas important to building your business

Sponsorship as well as coaching to obtain the licensing required for hire

Ability to focus in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus

Ability to work jointly with senior joint-work partners and to be coached by top performers

Advancement and management opportunities

A work-life balance and access to a full suite of remote-work technology solutions