Licensed Wealth Advisor: Training & Career Growth

equitable; Irvine (CA); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Sign-on bonus

Stable pay

Commissions and bonus

Benefits eligibility

Job summary

Equitable Advisors in the United States is seeking professionals to engage clients through networking, portfolio management, and ongoing communication. The role focuses on developing financial strategies aligned with clients' objectives and risk tolerance, while offering tailored product guidance.

The position requires in-office presence, a Bachelor's degree or equivalent experience, and active licensing (State Life & Health, SIE, Series 7, Series 66).

Qualifications

• Bachelor's degree or equivalent work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Authorized to work in the United States.
• Strong interpersonal and communication abilities.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and recommendations.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client relationship building

Communication skills

Entrepreneurial mindset

Team collaboration

Work authorization in US

Education

Bachelor's degree

Job description

Equitable Advisors in the United States is seeking professionals to engage clients through networking, portfolio management, and ongoing communication. The role focuses on developing financial strategies aligned with clients' objectives and risk tolerance, while offering tailored product guidance.

The position requires in-office presence, a Bachelor's degree or equivalent experience, and active licensing (State Life & Health, SIE, Series 7, Series 66).