Wealth Advisor (Client-Focused Financial Professional)

Equitable Advisors; Los Angeles (CA); On-site; USD 34,695 - 42,405; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Professional growth (CFP/ChFC)

Sign-On Payment Eligibility

Stable pay with biweekly cadence

Job summary

Equitable Advisors in the United States seeks a wealth management professional to develop personalized financial strategies and engage clients through networking and portfolio management.

You will learn licensing paths (FINRA) and join comprehensive training to build a client-focused practice with mentorship and growth opportunities, all within an in-office role that supports work-life balance.

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.
• Excellent communication abilities with self-confidence.
• Entrepreneurial mindset with a client-first approach.
• Ability to collaborate with top performers and work in the U.S.
• Work authorization to be employed in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required to engage clients and prospects.
• Participate in training programs and mentoring to grow as a wealth professional.

Skills

Client relationships

Communication

Networking

Financial knowledge

Team collaboration

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in the United States seeks a wealth management professional to develop personalized financial strategies and engage clients through networking and portfolio management.

You will learn licensing paths (FINRA) and join comprehensive training to build a client-focused practice with mentorship and growth opportunities, all within an in-office role that supports work-life balance.