Wealth Advisor in Training - FINRA Licensing & Mentorship

Equitable Advisors; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Virtual University

Stable Pay during PEP

Commissions and Bonus

Benefits (Health, Dental, Vision)

401(k) / ESPP

Job summary

Equitable Advisors is seeking a motivated financial professional to join our in-office team in Los Angeles. The role focuses on building client relationships, developing personalized financial strategies, and guiding clients through a range of products and services.

Preferred candidates hold a Bachelor's degree and the necessary FINRA licenses, with a mindset geared toward growth, collaboration, and delivering value to clients.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses.
• Excellent interpersonal and communication abilities with self-confidence.
• Entrepreneurial mindset with a drive to help others.
• Ability to collaborate with top performers.

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' needs.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

FINRA licensing: Series 7/66, SIE, Life & Health

Job description

Equitable Advisors is seeking a motivated financial professional to join our in-office team in Los Angeles. The role focuses on building client relationships, developing personalized financial strategies, and guiding clients through a range of products and services.

Preferred candidates hold a Bachelor's degree and the necessary FINRA licenses, with a mindset geared toward growth, collaboration, and delivering value to clients.