Position Details
About this role
Wealth Management Associate program focused on licensing and development for aspiring financial professionals within Equitable Advisors, with in-office requirement in Irvine, CA.
Key Responsibilities
- Client engagement and relationship building
- Portfolio management and financial strategy development
- Licensing and training progression
- Product and service consultation
- Mentorship and career development
Technical Overview
Finance/wealth management training program with licensing prerequisites; emphasis on client relationships, portfolio planning, and financial advisory fundamentals.
Ideal Candidate
The ideal candidate is a newly licensed financial professional with SIE, Series 7, Series 66, and Life & Health licensing, who is pursuing a growth-focused career in wealth management through Equitable Advisors’ training program.
Must-Have Skills
None listed
Required Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Not authorized to work in the United States, Lack of required FINRA licenses (SIE, Series 7, Series 66) or Life & Health license
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