Wealth Management Associate — LA (FINRA Licensing)

equitable; Los Angeles (CA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Biweekly Stable Pay

Commissions & Bonus eligibility

Comprehensive Benefits (health, dental

Vision, 401(k), ESPP, disability, life

Job summary

Equitable Advisors is seeking professionals to build client relationships, develop personalized financial strategies, and discuss tailored products and services. This in-office role emphasizes networking and portfolio management, with a focus on helping clients achieve financial goals.

You will work through licensing steps with FINRA sponsorship, participate in a 120-day hands-on training program, and have access to virtual education and mentorship.

Qualifications

• Bachelor's degree or equivalent work experience.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with a drive to positively impact others.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• Collaborate with top performers to deliver optimal wealth management solutions.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking professionals to build client relationships, develop personalized financial strategies, and discuss tailored products and services. This in-office role emphasizes networking and portfolio management, with a focus on helping clients achieve financial goals.

You will work through licensing steps with FINRA sponsorship, participate in a 120-day hands-on training program, and have access to virtual education and mentorship.