Wealth Advisor Trainee: Licensing, Mentorship, Growth

Equitable Advisors; Los Angeles (CA); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

FINRA sponsorship

PEP training

Virtual University

Mentorship

Coaching

Leadership development

Professional designations support

Sign-on bonus eligibility

Stable pay

Commissions & bonus

Benefits package

Job summary

Equitable Advisors in the United States is seeking individuals to begin a wealth management career path with licensed training and structured employment. You will engage clients, develop financial strategies, and consult on products and services in a guidance-focused role.

The program includes FINRA sponsorship, a 120-day PEP training, mentorship, and opportunities for CFP/ChFC designations, with in-office work and a flexible schedule to support balance and growth.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to collaborate with top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

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

Job description

Equitable Advisors in the United States is seeking individuals to begin a wealth management career path with licensed training and structured employment. You will engage clients, develop financial strategies, and consult on products and services in a guidance-focused role.

The program includes FINRA sponsorship, a 120-day PEP training, mentorship, and opportunities for CFP/ChFC designations, with in-office work and a flexible schedule to support balance and growth.