Equitable · 7 hours ago
Wealth Management Associate - TX, Houston (5168)
UNITED STATES-TX-Houston
Full-time
Onsite
New Grad, Entry LevelEquitable Advisors is dedicated to making a positive impact in the lives of its clients through a network of financial professionals. The Wealth Management Associate role focuses on building client relationships, developing personalized financial strategies, and consulting on financial products and services.
BankingConsultingFinancial Services
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
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Qualification
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
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.
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase