Licensed Wealth Management Associate – Growth Career Path

EQH; United States; On-site; USD 39,000 - 45,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable pay during training (PEP)

Commissions & Bonus

Benefits package

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Los Angeles, CA. The role focuses on building client relationships, developing financial strategies, and advising on products and services.

A strong communication style and entrepreneurial mindset are essential, with an in-office work setup. Qualifications include a Bachelor’s degree or equivalent, and licensing such as Life & Health, SIE, Series 7 and 66.

Qualifications

• Bachelor’s degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent communication and entrepreneurial mindset.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients’ objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients’ situations.
• In-office presence required.

Skills

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization United States

Education

Bachelor’s degree or equivalent skills and work experience

Tools

Licensing: Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking a Wealth Management Associate in Los Angeles, CA. The role focuses on building client relationships, developing financial strategies, and advising on products and services.

A strong communication style and entrepreneurial mindset are essential, with an in-office work setup. Qualifications include a Bachelor’s degree or equivalent, and licensing such as Life & Health, SIE, Series 7 and 66.