Wealth Management Trainee (Licensing Included)

Equitable Advisors; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

120-day hands-on training

Mentorship from leaders

Leadership development program

CFP/ChFC growth pathway

Stable pay during initial period

Job summary

Equitable Advisors in Irvine is seeking a Financial Services Professional to engage clients, develop personalized financial strategies, and consult on products in an in-office setting. You will build relationships, assess risk tolerance, and tailor recommendations while collaborating with top performers.

The role emphasizes training, FINRA licensing sponsorship, mentorship, and a clear path to professional growth, including CFP/ChFC avenues, with a structured pay plan and benefits package.

Qualifications

• Bachelor's degree or equivalent required.
• Licensing: State Life & Health, SIE, Series 7 and Series 66 required or pursued.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities required.
• Entrepreneurial mindset with drive to help clients.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensuring consistent 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.
• In-office presence is required and role supports flexible scheduling for work-life balance.
• Collaborate with top performers and learn through mentorship and structured development programs.

Skills

Communication skills

Mindset - entrepreneurial

Client engagement

Collaboration

Work authorization

Licensing: Series 7/66/SIE

Education

Bachelor's degree or equivalent

Tools

FINRA licenses

Job description

Equitable Advisors in Irvine is seeking a Financial Services Professional to engage clients, develop personalized financial strategies, and consult on products in an in-office setting. You will build relationships, assess risk tolerance, and tailor recommendations while collaborating with top performers.

The role emphasizes training, FINRA licensing sponsorship, mentorship, and a clear path to professional growth, including CFP/ChFC avenues, with a structured pay plan and benefits package.