Entry-Level Wealth Advisor

Posted 12 days ago

equitable advisorsFort Worth (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Junior

About the role

A financial services firm is looking for a Wealth Management Associate to develop client relationships and create personalized financial strategies. This entry-level position offers a flexible schedule and includes extensive training opportunities, mentoring, and resources for licensing and career growth in wealth management. Candidates must possess a Bachelor's degree and excellent communication skills. Join a team dedicated to making a difference in clients' lives and communities. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.