Wealth Manager Trainee | Flexible Schedule & Growth

Equitable Advisors; Los Angeles (CA); On-site; USD 24,000 - 60,000; Full time

Benefits offered by this job

FINRA sponsorship

Comprehensive training

Mentorship

Professional growth

Benefits: health, dental, vision, 401k

ESPP

Disability; life insurance; TRIP

Job summary

Equitable Advisors is hiring for a role within the Retirement Benefits Group (RBG) to engage clients, educate them on tailored financial solutions, and implement recommended plans. The position values a strong work ethic, relationship-building skills, and a collaborative, growth-oriented mindset.

Training is provided, including FINRA sponsorship and professional development opportunities, with a path toward CFP® and related credentials.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Strong interpersonal and communication skills.
• Entrepreneurial mindset with a focus on helping others.

Responsibilities

• Engage and expand your professional network within established markets.
• Educate clients on a range of financial products and services.
• Analyze client data, ensure confidentiality, and implement appropriate solutions.
• Maintain a flexible schedule to balance work and personal time.
• Work outside the office in local schools and municipalities.

Skills

Client networking

Communication

Entrepreneurial mindset

Team collaboration

Self-confidence

Education

Bachelor's degree

Job description

Equitable Advisors is hiring for a role within the Retirement Benefits Group (RBG) to engage clients, educate them on tailored financial solutions, and implement recommended plans. The position values a strong work ethic, relationship-building skills, and a collaborative, growth-oriented mindset.

Training is provided, including FINRA sponsorship and professional development opportunities, with a path toward CFP® and related credentials.