Wealth Management Associate - TX, Dallas (2603)
Equitable AdvisorsDallas, Texas, United States
Posted December 30, 2025
Full Time
About the Company
Equitable Advisors is committed to making a positive impact in the lives of its clients and is dedicated to fostering relationships that help people achieve meaningful financial wellness.
Job Description
Wealth Management Associate role at Equitable Advisors in Dallas, TX. Builds and nurtures client relationships, develops financial strategies, and offers personalized recommendations. Requires a Bachelor's degree or equivalent skills and work experience, and state life & health, SIE, Series 7, and Series 66 licenses.
Requirements
- Build and nurture client relationships through networking events and portfolio management
- Develop personalized financial strategies and offer clear recommendations and guidance
- Discuss financial products and services tailored to clients' unique situations
Benefits
- Comprehensive benefits programs
- 401(k)
- Employee Stock Purchase Plan (ESPP)
- Disability insurance
- Life insurance
- Transportation Reimbursement Incentive Program (TRIP)