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    Wealth Management Associate - Dallas, United States - Equitable Advisors LLC

    Equitable Advisors LLC
    Equitable Advisors LLC Dallas, United States

    3 weeks ago

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    Description


    Join our dynamic and innovative wealth management firm that is dedicated to helping clients achieve their financial goals and secure their financial future.

    We are seeking a talented and ambitious Wealth Management Associate to join our team with the opportunity for rapid advancement to the Vice President level within 24 months.


    As a Wealth Management Associate with Lemnis Capital, a division within Equitable Advisors, you will work closely with senior wealth managers and financial advisors to provide comprehensive financial planning and investment management services to high-net-worth clients.


    Your primary responsibilities will include:

    • Assisting in the development and implementation of financial plans tailored to clients' goals and objectives.
    • Conducting investment research and analysis to identify suitable investment opportunities for clients.
    • Monitoring and reviewing client portfolios to ensure alignment with their financial goals and risk tolerance.
    • Building and maintaining strong client relationships through regular communication and personalized service.
    • Collaborating with team members to deliver exceptional wealth management solutions and strategies to clients.

    Fast-Track Promotion Path:


    Our Fast-Track Promotion Program is designed to accelerate your career growth and provide you with the opportunity to advance to the Vice President level within 24 months.

    Through a combination of hands-on experience, mentorship, professional development, and performance-based criteria, you will be on a fast track to leadership and success within our firm.


    Qualifications:

    • A fouryear college degree is preferred but not required and relevant professional FINRA securities registrations are a plus
    • If you do not have the following, you will be required to attain them under the sponsorship of

    Equitable Advisors:
    state life and health licenses, FINRA Series 7 and 63/66 registrations

    • Resultsdriven, highly motivated, selfstarter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
    • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of selfconfidence
    • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain longterm relationships
    • Want to run a team of Financial Advisors through coaching, mentorship, and professional guidance
    • Must be authorized to work in the United States

    Benefits of working with Lemnis Capital:

    • Compensation you control and a complete benefits package
    • Personalized and comprehensive training and support
    • Professional development opportunities and support for industry certifications
    • Fasttrack career advancement to Vice President level within 24 months
    • Dynamic and collaborative work environment with opportunities for growth and leadership

    Join Our Team:


    Take the first step towards a rewarding and challenging career in wealth management with the opportunity for rapid advancement to the Vice President level.

    If you are driven, ambitious, and eager to make a difference in the financial lives of clients, we invite you to apply for the Wealth Management Associate position today.

    #J-18808-Ljbffr
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