Wealth Management Trainee: Licensing & Growth Path

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

Benefits offered by this job

FINRA Licensing Sponsorship

Mentorship by Vice President

Leadership Development School

Virtual University Access

Commissions and Bonus

Job summary

Equitable Advisors in Los Angeles seeks to grow its wealth-management talent through a structured licensing and training path. In-office engagement focuses on building client relationships, developing personalized financial strategies, and discussing tailored products and services.

The role emphasizes strong communication, an entrepreneurial mindset, collaboration with top performers, and a commitment to work authorization in the United States.

Qualifications

• 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' lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

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

Client Engagement

Financial Strategy Development

Product & Service Consultation

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors in Los Angeles seeks to grow its wealth-management talent through a structured licensing and training path. In-office engagement focuses on building client relationships, developing personalized financial strategies, and discussing tailored products and services.

The role emphasizes strong communication, an entrepreneurial mindset, collaboration with top performers, and a commitment to work authorization in the United States.