Wealth Advisor – Licensed, Client-Focused (Irvine)

Equitable Advisors; Irvine (CA); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development School

Professional growth opportunities

Sign-On payment eligibility

Job summary

Equitable Advisors seeks a Financial Professional in Irvine, CA to build client relationships and manage portfolios. You will develop tailored financial strategies, discuss relevant products, and work in-office to support clients on their financial journeys.

The role emphasizes licensing pathways, ongoing training, mentorship, and potential for growth through CFP and related credentials within a supportive culture.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Strong communication and interpersonal abilities.
• Entrepreneurial mindset with a client-focused approach.
• Ability to work with and learn from top performers.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies aligned with client objectives and risk tolerance.
• Discuss financial products and services tailored to clients' situations.
• Maintain in-office presence as required.

Skills

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization US

Education

Bachelor's degree

Tools

FINRA licensing processes

Job description

Equitable Advisors seeks a Financial Professional in Irvine, CA to build client relationships and manage portfolios. You will develop tailored financial strategies, discuss relevant products, and work in-office to support clients on their financial journeys.

The role emphasizes licensing pathways, ongoing training, mentorship, and potential for growth through CFP and related credentials within a supportive culture.