Wealth Management Associate - TX, Dallas (5154) - Equitable Holdings

    Equitable Holdings
    Equitable Holdings Dallas

    1 day ago

    Description
    Equitable Advisors Wealth Management Associate
    In Dallas, TX,
    Wealth management associates work to foster meaningful financial wellness for individuals and families. Our network of over 4,300 financial professionals across the US is committed to helping people achieve their goals through personalized strategies.

    The role involves building relationships with clients through networking events and portfolio management while ensuring consistent communication and progress tracking.


    Key Responsibilities:

    • extbf{ Client Engagement}: Nurture client relationships through event participation and ensure open communication throughout the process of achieving client objectives.
    • extbf{ Financial Strategy Development}: Develop tailored solutions based on each client's unique needs, risk tolerance, and long-term vision for wealth growth.
    • extbf{ Product Consultation}: Offer insights into available products that align with individual circumstances, fostering informed decision-making among our valued customers.

    Education:Bachelor's degree or equivalent experience;
    Licenses:SIE;Series 7; Series 66;
    Personal Qualities:A track record of achievement combined with a strong sense of self-confidence;
    Collaborative Work Environment:Cultivated atmosphere where colleagues continually share knowledge and expertise.

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