Wealth Management Associate: Licensing & Training Path

Equitable Advisors; Los Angeles (CA); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

FINRA sponsorship

Extensive training program (PEP)

Leadership development

Commissions & bonuses

Comprehensive benefits

Job summary

Equitable Advisors in Los Angeles is seeking ambitious financial professionals to join our wealth management team, focusing on client engagement, financial planning, and licensed product guidance.

This role requires a bachelor’s degree, FINRA licensing, and strong communication; we offer structured training, mentorship, and a path to long-term career growth within our national network.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and relationship-building abilities.
• Entrepreneurial mindset with client-focus.

Responsibilities

• Engage with clients to build and maintain relationships.
• Develop financial strategies based on client goals and risk tolerance.
• Present tailored financial products and services.
• Work in-office with a flexible schedule.

Skills

Client engagement

Financial strategy

Communication skills

Self-confidence

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

FINRA licensing process

Job description

Equitable Advisors in Los Angeles is seeking ambitious financial professionals to join our wealth management team, focusing on client engagement, financial planning, and licensed product guidance.

This role requires a bachelor’s degree, FINRA licensing, and strong communication; we offer structured training, mentorship, and a path to long-term career growth within our national network.