Wealth Management Associate | Licensing & Mentorship

equitable; Los Angeles (CA); On-site; USD 39,000 - 52,000; Full time

Benefits offered by this job

Sign-On Payment Eligibility

Biweekly Stable Pay

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors is seeking candidates to build client relationships and develop personalized financial strategies. The role emphasizes in-office collaboration, licensing support, and progression through FINRA sponsorship. You will engage with clients, discuss products, and support ongoing financial planning.

Training includes a comprehensive 120-day program, virtual university access, mentorship, and leadership development, with a focus on helping clients achieve financial wellness.

Qualifications

• Education: Bachelor’s degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: values-driven with a track record of success and accomplishment.
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: 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

Financial Strategy

Communication Skills

Entrepreneurial Mindset

Collaboration

Work Authorization

Networking

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking candidates to build client relationships and develop personalized financial strategies. The role emphasizes in-office collaboration, licensing support, and progression through FINRA sponsorship. You will engage with clients, discuss products, and support ongoing financial planning.

Training includes a comprehensive 120-day program, virtual university access, mentorship, and leadership development, with a focus on helping clients achieve financial wellness.