Wealth Management Associate - FINRA Licensed

Equitable Advisors; Irvine (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Virtual University

Leadership Development

Job summary

Equitable Advisors in Irvine, CA is seeking a Financial Services Professional to help clients achieve long-term financial wellness. You will engage with clients, assess goals, and craft tailored financial strategies while guiding them through licensing and career development opportunities.

The role emphasizes in-office collaboration, a strong client network, and ongoing professional growth through FINRA licensing, mentoring, and the firm's training programs.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities.
• Values-driven with a track record of success.
• 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
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
• In-office presence required; flexible schedule to maximize productivity and personal time

Skills

Client Engagement

Financial Strategy Development

Product and Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health

SIE

Series 7

Series 66

Job description

Equitable Advisors in Irvine, CA is seeking a Financial Services Professional to help clients achieve long-term financial wellness. You will engage with clients, assess goals, and craft tailored financial strategies while guiding them through licensing and career development opportunities.

The role emphasizes in-office collaboration, a strong client network, and ongoing professional growth through FINRA licensing, mentoring, and the firm's training programs.