Position Details

Type Full-Time

Experience entry

Exp. Years Not specified

Education Bachelor's degree or equivalent skills and work experience

Category Finance & Accounting

About this role

Wealth Management Associate role focusing on client engagement, financial strategy, and licensing training within Equitable Advisors. The position emphasizes in-office development with FINRA licensing pathways.

Key Responsibilities

Client engagement and portfolio management
Financial strategy development
Product and service consultation
In-office training and mentorship
FINRA licensing and PEP participation

Technical Overview

Non-technical; licensing-centric with a focus on financial planning and advisory services

Ideal Candidate

The ideal candidate is a finance professional pursuing wealth management licensing with strong client-service orientation and the ability to work in a professional office environment; licensing and training opportunities are available.

Must-Have Skills

Bachelor's degree or equivalent skills and work experienceState Life & HealthSIESeries 7Series 66FINRA Licensing

Nice-to-Have Skills

CFPChFCFINRA sponsorship experience

Required Skills

State Life & HealthSIESeries 7Series 66FINRA licensingfinancial planningadvisory services

Hard Skills

State Life & HealthSIESeries 7Series 66

Soft Skills

Values-driven with a track record of successExcellent interpersonal and communication abilitiesEntrepreneurial spirit with a desire to positively impact others

Certifications

Required

State Life & HealthSIESeries 7Series 66

Preferred

CFPChFC

Industry & Role

Industry Financial Services

Job Function Support client financial goals through engagement and licensing-driven advisory services

Role Subtype Financial Analyst

Keywords for Your Resume

wealth management associatetx fort worthin-officestate life & healthsieseries 7series 66finra sponsorshipfinancial planningadvisory servicesequitable advisorscfpchfcpeptrainingleadership developmentesppvirtual universityWealth Management AssociateFINRA licensingState Life & HealthSeries 7Series 66SIEFinancial PlanningAdvisory ServicesCFPChFC

Deal Breakers

Not authorized to work in the United States, No FINRA licensing (SIE/Series 7/66), Lack of Bachelor's degree or equivalent

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Wealth Management Associate - TX, Fort Worth (5243)

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