Top 13 Wealth management associate Jobs in Houston Tx

Wealth Management Associate
Equitable Advisors —Houston, TX
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate
Inscription Capital —Houston, TX
- $60,000 a year
- Full-time
- Office
- In-person
- Communication skills
- Health insurance
- 401(k) matching
Quick Apply
3d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Houston, TX
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Registered Private Wealth Client Associate
Bank of America —Houston, TX
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Financial Advisor Associate
Stifel —Houston, TX
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
3d
Financial Planning Associate - Houston, TX
The Mather Group —Houston, TX
- $70,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Commuter assistance
- Paid parental leave
Associate, Client Service
NewEdge Capital Group LLC —Houston, TX
- Full-time
- Mid-level
- Office
- Business development
Quick Apply
10d
Associate Financial Advisor
NYL - West Houston Office —Houston, TX
- $75,000 - $135,000 a year
- Bilingual
- Microsoft Excel
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Planner
New York Life- Sugar Land —Houston, TX
- $65,000 - $106,000 a year
- Hybrid work
- Basic math
- Finance
- Bachelor's degree
- Retirement plan
Quick Apply
Associate Client Advisor - Houston, TX
Texas Regional Bank —Houston, TX
- CPA
- Research
- Mid-level
Associate Financial Planning Consultant
Cetera Financial Group —Baytown, TX
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Research
- Mid-level
- Paid parental leave
- Paid holidays

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wealth management associate jobs near houston tx

Wealth Management Associate

Equitable Advisors -
Houston, TX

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Job Details

Benefits

Employee stock purchase plan
Disability insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Series 7
Experience practicing in the securities industry

Full Job Description

Wealth Management Associate - TX, Houston (2591)

(PIN_15043)

Primary Location : UNITED STATES-TX-Houston

Organization : Equitable Advisors

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

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Refine Your Search

wealth management associate jobs in houston tx

Wealth Management Associate

Wealth Management Associate

Wealth Management Associate - Retirement Benefits Group

Registered Private Wealth Client Associate

Financial Advisor Associate

Financial Planning Associate - Houston, TX

Associate, Client Service

Associate Financial Advisor

Associate Financial Planner

Associate Client Advisor - Houston, TX

Associate Financial Planning Consultant

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