Wealth Management Associate | Licensed Advisor Path

Pomona College; Claremont, Northern (CA, KY); Hybrid; USD 45,000 - 90,000; Full time

Benefits offered by this job

Sign-On payment eligibility

Stable pay during training

Commissions & Bonus

Benefits eligibility

Job summary

Equitable Advisors seeks motivated financial professionals to build client relationships, manage portfolios, and guide clients toward financial goals. You will pursue required FINRA licenses through structured training and mentorship, with a focus on values-driven service and client impact.

The role includes an in-office work setting and a path from Preliminary Employment Period to full financial professional status, with stable pay and potential commissions and bonuses.

Qualifications

• Bachelor's degree or equivalent experience required.
• Licenses: State Life & Health, SIE, Series 7, Series 66 required.
• Strong communication and interpersonal abilities with self-confidence.

Responsibilities

• Client engagement: build and nurture client relationships through networking and portfolio management.
• Develop financial strategy by aligning objectives with risk tolerance and providing guidance.
• Consult on products and services tailored to clients' situations.
• In-office presence is required; partner with top performers for mentorship.

Skills

Client engagement

Relationship building

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

FINRA licensing process

Job description

Equitable Advisors seeks motivated financial professionals to build client relationships, manage portfolios, and guide clients toward financial goals. You will pursue required FINRA licenses through structured training and mentorship, with a focus on values-driven service and client impact.

The role includes an in-office work setting and a path from Preliminary Employment Period to full financial professional status, with stable pay and potential commissions and bonuses.