Wealth Management Associate - Tx, Austin, Brownville, Dallas, Ft Worth, Houston, Katy, San Antonio & The Woodlands (2603)

Equitable Holdings

Austin, TX, US
Not specified; not specified; not specified
On-site
Financial planning expertise
Client relationship management
Investment advisory services
This role involves managing client wealth and providing comprehensive financial planning solutions across multiple Texas locations

Job Summary

  • This role involves managing client wealth and providing comprehensive financial planning solutions across multiple Texas locations.
  • The position requires building and maintaining strong relationships with high-net-worth individuals to deliver tailored investment strategies.
  • Equitable Holdings offers a supportive environment for associates to grow their careers in the wealth management sector.

Matching Summary

This role involves managing client wealth and providing comprehensive financial planning solutions across multiple Texas locations.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial planning expertise
  • Client relationship management
  • Investment advisory services

Nice-to-have

  • Strong communication skills
  • Proven sales track record
  • Commitment to professional growth

Key Requirements

  • Valid securities licenses (Series 6/7)
  • Relevant experience in wealth management
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter