Licensed Wealth Advisor Trainee

Equitable Advisors; Irvine (CA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP / ChFC support

Sign-On Bonus

Stable Pay

Commissions & Bonus

Benefits Package

TRIP reimbursement

Job summary

Equitable Advisors is recruiting for a role in wealth management based in-office in the United States. The role focuses on building client relationships, developing personalized financial strategies, and advising on suitable products and services.

Licensing sponsorship is provided to obtain required FINRA credentials, with structured training and mentorship opportunities to support career growth. Ideal candidates hold a Bachelor's degree or equivalent experience, possess licenses or willingness

Qualifications

• 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.

Responsibilities

• 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

Skills

Education

Licensing

Personal Attributes

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is recruiting for a role in wealth management based in-office in the United States. The role focuses on building client relationships, developing personalized financial strategies, and advising on suitable products and services.

Licensing sponsorship is provided to obtain required FINRA credentials, with structured training and mentorship opportunities to support career growth. Ideal candidates hold a Bachelor's degree or equivalent experience, possess licenses or willingness