Wealth Management Associate - TX, Dallas (4043)
Equitable AdvisorsDallas, Texas, United States
Posted November 3, 2025
Full Time
About the Company
Equitable Advisors is committed to making a positive impact in the lives of its clients.
Job Description
Wealth Management Associate role at Equitable Advisors in Dallas, TX. Requires a Bachelor's degree, state life & health licensing, and a strong entrepreneurial spirit. Offers comprehensive training, mentorship, and a structured path to becoming a wealth manager.
Requirements
- Client Engagement: Build and nurture client relationships
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Benefits
- Comprehensive benefits programs including health, dental and vision, 401(k)
- Employee Stock Purchase Plan (ESPP)
- disability
- life Insurance
- Transportation Reimbursement Incentive Program (TRIP)