Wealth Advisor: Licensing & Growth Path

Equitable Advisors; Irvine (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

ESPP

Job summary

Equitable Advisors is seeking motivated financial professionals to engage clients and manage portfolios in an in‑office setting in Irvine, CA. The role involves building relationships, developing personalized financial strategies, and guiding clients through appropriate products and services.

Ideal candidates will hold a Bachelor's degree or equivalent, possess required FINRA licenses, and demonstrate an entrepreneurial mindset with strong communication and collaboration skills.

Qualifications

• Bachelor's degree or equivalent work experience required.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

Responsibilities

• Engage with clients and nurture relationships through networking events and portfolio management.
• Develop financial strategies by understanding clients' objectives and risk tolerance.
• Consult on financial products and services tailored to clients' situations.

Skills

Licensing

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking motivated financial professionals to engage clients and manage portfolios in an in‑office setting in Irvine, CA. The role involves building relationships, developing personalized financial strategies, and guiding clients through appropriate products and services.

Ideal candidates will hold a Bachelor's degree or equivalent, possess required FINRA licenses, and demonstrate an entrepreneurial mindset with strong communication and collaboration skills.