Wealth Advisor (Licensed) – Training & Growth

Equitable Advisors; Irvine (CA); On-site; USD 39,000 - 55,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training (120 days)

Virtual University

Mentorship

Leadership Development

CFP/ChFC path

Sign-On bonus

Stable Pay for 24 months

Commissions & Bonus

Job summary

Equitable Advisors in Irvine, CA is seeking a Financial Professional to engage clients, develop personalized financial strategies, and discuss suitable products and services. The role requires in-office presence and a willingness to build relationships through networking and portfolio management.

The ideal candidate holds a Bachelor's degree or equivalent experience, and licensing prerequisites including Life & Health, SIE, Series 7 & 66 are provided via FINRA sponsorship and a comprehensive

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal abilities.
• Entrepreneurial mindset with a desire to impact others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies based on client objectives and risk tolerance.
• Discuss products and services tailored to clients' situations.
• In-office presence is required; maintain a flexible schedule for productivity.

Skills

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization (US)

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Irvine, CA is seeking a Financial Professional to engage clients, develop personalized financial strategies, and discuss suitable products and services. The role requires in-office presence and a willingness to build relationships through networking and portfolio management.

The ideal candidate holds a Bachelor's degree or equivalent experience, and licensing prerequisites including Life & Health, SIE, Series 7 & 66 are provided via FINRA sponsorship and a comprehensive