Wealth Management Associate – Los Angeles (In-Office + Training)

Equitable Advisors; Los Angeles (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health, dental and vision insurance

ESPP

Commissions and bonuses

Stable pay during PEP

Transportation reimbursement

Job summary

Equitable Advisors is seeking a driven wealth management professional to build client relationships, develop personalized financial strategies, and discuss tailored products and services. The role emphasizes licensing progression and in-office collaboration with top performers.

A fulfilled schedule supports work-life balance while pursuing professional designations and long-term client impact. Eligibility requires a Bachelor's degree and U.S.

Qualifications

• Bachelor's degree or equivalent required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.

Skills

Client engagement

Financial strategy development

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

Licensing: Series 7, Series 66, SIE, Life & Health

Job description

Equitable Advisors is seeking a driven wealth management professional to build client relationships, develop personalized financial strategies, and discuss tailored products and services. The role emphasizes licensing progression and in-office collaboration with top performers.

A fulfilled schedule supports work-life balance while pursuing professional designations and long-term client impact. Eligibility requires a Bachelor's degree and U.S.