Wealth Management Associate — In-Office Training & Licensing

equitable; Irvine (CA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Stable Pay (biweekly)

Commissions & Bonus

Benefits eligibility including health,

401(k) and ESPP

Job summary

Equitable Advisors is recruiting financially-driven professionals to develop client relationships, manage portfolios, and craft personalized financial strategies. This role emphasizes in-office engagement and collaboration with top performers, supported by licensing sponsorship and a structured training path.

Candidates will pursue FINRA licensing (State Life & Health, SIE, Series 7, 66) and can grow through virtual university, mentorship, and leadership development programs while earning

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements listed under qualifications.

Responsibilities

• Client engagement: build and nurture client relationships through networking events and portfolio management.
• Financial strategy development: understand objectives and risk tolerance to devise personalized strategies.
• Product and service consultation: discuss financial products and services tailored to clients.
• In-office presence required for role execution.

Skills

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors is recruiting financially-driven professionals to develop client relationships, manage portfolios, and craft personalized financial strategies. This role emphasizes in-office engagement and collaboration with top performers, supported by licensing sponsorship and a structured training path.

Candidates will pursue FINRA licensing (State Life & Health, SIE, Series 7, 66) and can grow through virtual university, mentorship, and leadership development programs while earning