Licensed Financial Advisor – Wealth Management

Equitable Advisors; Irvine (CA); In loco; USD 60.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

FINRA Sponsorship

Mentorship

Leadership Development

Stable Pay

CPA/CFP training support (LIC)

Descrizione del lavoro

Equitable Advisors is seeking a Financial Professional in Irvine, CA to engage clients, develop tailored financial strategies, and discuss suitable products and services. In-office presence is required, with a focus on balancing professional and personal priorities.

The role emphasizes licensing progression (FINRA), mentorship, and leadership development, offering structured training, ongoing coaching, and opportunities for professional designations while providing a base pay with potential

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Communication skills

Mindset

Collaboration

Work authorization

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

Equitable Advisors is seeking a Financial Professional in Irvine, CA to engage clients, develop tailored financial strategies, and discuss suitable products and services. In-office presence is required, with a focus on balancing professional and personal priorities.

The role emphasizes licensing progression (FINRA), mentorship, and leadership development, offering structured training, ongoing coaching, and opportunities for professional designations while providing a base pay with potential