Wealth Management Associate (Licensing & Training)

Equitable Advisors; Los Angeles (CA); On-site; USD 35,000 - 42,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Coaching & Guidance

Leadership Development

CFP/ChFC path

Sign-On Eligibility

Stable Biweekly Pay

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors is seeking a Wealth Management professional to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role requires in-office presence and licensing through FINRA sponsorship during training.

You will participate in comprehensive programs, mentoring, and leadership development while pursuing CFP/ChFC designations. Stable pay and potential commissions support career growth in wealth management.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: 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.

Skills

Excellent communication

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization (US)

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking a Wealth Management professional to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role requires in-office presence and licensing through FINRA sponsorship during training.

You will participate in comprehensive programs, mentoring, and leadership development while pursuing CFP/ChFC designations. Stable pay and potential commissions support career growth in wealth management.