Wealth Advisor in Training | Licensing & Mentorship

Equitable Advisors; Los Angeles (CA); On-site; USD 35,000 - 42,000; Full time

Benefits offered by this job

Health benefits

401(k)

Employee stock purchase program

Disability insurance

Life Insurance

Transportation Reimbursement Program

Job summary

Equitable Advisors in Los Angeles seeks a motivated wealth advisor professional to build client relationships, develop financial strategies, and discuss suitable products and services. In-office presence is required, with a path to licensure through FINRA-sponsored training.

Training includes a 120‑day hands-on period, virtual university access, and mentorship from a local Vice President. The role emphasizes growth, certifications, and a collaborative culture.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Must be authorized to work 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.

Skills

Client engagement

Financial strategy

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Tools

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

Job description

Equitable Advisors in Los Angeles seeks a motivated wealth advisor professional to build client relationships, develop financial strategies, and discuss suitable products and services. In-office presence is required, with a path to licensure through FINRA-sponsored training.

Training includes a 120‑day hands-on period, virtual university access, and mentorship from a local Vice President. The role emphasizes growth, certifications, and a collaborative culture.