Entry-Level Wealth Manager: Licensing, Mentorship & Growth

Equitable Advisors; Irvine (CA); On-site; USD 32,580 - 39,820; Full time

Benefits offered by this job

Comprehensive benefits programs including health, dental, and vision

401(k) and Employee Stock Purchase Plan

Stable pay for the first 24 months

Job summary

A leading financial services firm located in Irvine, CA is seeking a Wealth Management Associate to enhance client relationships while developing personalized financial strategies. This entry-level, full-time role involves consulting on diverse financial products and ensuring clients achieve their financial goals. Candidates should possess a Bachelor's degree and be authorized to work in the U.S. The position offers significant training opportunities and the potential for commissions on top of stable initial pay.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Strong self-confidence and communication skills.

Responsibilities

• Build and nurture client relationships through networking events.
• Develop personalized financial strategies for clients.
• Consult on financial products and services.

Skills

Excellent interpersonal and communication skills

Entrepreneurial spirit

Ability to work collaboratively

Education

Bachelor's degree or equivalent

Tools

FINRA licensing (Series 7, Series 66)

Job description

A leading financial services firm located in Irvine, CA is seeking a Wealth Management Associate to enhance client relationships while developing personalized financial strategies. This entry-level, full-time role involves consulting on diverse financial products and ensuring clients achieve their financial goals. Candidates should possess a Bachelor's degree and be authorized to work in the U.S. The position offers significant training opportunities and the potential for commissions on top of stable initial pay.