Wealth Management Associate - Training & Licensing Path

equitable; Los Angeles (CA); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Sign-On Bonus

Stable Pay

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors is recruiting for a wealth management role based in Los Angeles, requiring in-office presence. You will build strong client relationships, develop financial strategies, and consult on products and services tailored to client needs.

The position emphasizes licensing through FINRA, a structured training program, mentorship, and opportunities for CFP/ChFC credentials. A pathway to becoming a licensed wealth professional is provided.

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 required/licensing path provided.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management; ensure communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies with clear recommendations.
• Discuss financial products and services tailored to clients' situations.

Skills

Communication skills

Entrepreneurial mindset

Team collaboration

Values-driven

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

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

Job description

Equitable Advisors is recruiting for a wealth management role based in Los Angeles, requiring in-office presence. You will build strong client relationships, develop financial strategies, and consult on products and services tailored to client needs.

The position emphasizes licensing through FINRA, a structured training program, mentorship, and opportunities for CFP/ChFC credentials. A pathway to becoming a licensed wealth professional is provided.