Wealth Management Consultant
7 days ago
Company Overview
Equitable Advisors LLC is a leading wealth management firm with a strong reputation in the industry. We are driven by our mission to help clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.
We have a passion for making a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Salary
The estimated salary range for this role is $62,000 to $135,000 in the first year, depending on performance. Experienced professionals can earn up to $200,000 or more.
Job Description
We are seeking highly motivated and results-driven individuals who possess integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures.
As a Wealth Management Associate, you will be responsible for developing markets and sustaining long-term relationships with clients, utilizing your excellent interpersonal skills and communication abilities.
You will also have the opportunity to participate in local and national development programs, as well as joint-work opportunities for hands-on experience.
Required Skills and Qualifications
To be successful in this role, you must be authorized to work in the United States and have a strong educational background, preferably a four-year college degree.
You will also need to obtain state licenses and pass the SIE exam prior to onboarding, which Equitable Advisors LLC will assist with.
Benefits
We offer a comprehensive benefits package, including medical insurance, 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP).
Why Join Us?
At Equitable Advisors LLC, we strive to deliver an amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
-
Senior Wealth Management Coordinator
6 days ago
Los Angeles, California, United States Wealth Management Full timeAre you an organized and proactive professional looking to make a difference in the world of wealth management?Wealth Management is seeking a highly skilled Executive Assistant/Office Administrator to join our team. This role is responsible for providing exceptional administrative support, managing daily office operations, and collaborating with colleagues...
-
Compliance Director for Wealth Management
2 days ago
Los Angeles, California, United States Wealth Management Full timeJob Overview:We are seeking an experienced Chief Compliance Officer to join our wealth management team in Los Angeles. As a key member of our leadership team, you will be responsible for designing and implementing a best-in-class compliance program that aligns with the Investment Advisers Act of 1940 and other applicable laws.Key Responsibilities:Compliance...
-
Senior Wealth Management Specialist
7 days ago
Los Angeles, California, United States Deutsche Bank Full timeJob Title: Senior Wealth Management SpecialistLocation: San Francisco, CA & Los Angeles, CAOverview:Wealth management specialists at Deutsche Bank focus on developing, managing, and retaining high-value client relationships. They are responsible for acquiring assets through expanding existing relationships and cultivating new ones for the bank. Their primary...
-
Senior Manager of US Wealth Management
4 weeks ago
Los Angeles, California, United States Hireio, Inc. Full timeAbout the RoleAs a key member of the Hireio, Inc. team, we are seeking a highly experienced and skilled Senior Manager of US Wealth Management to lead our US wealth management business. Job ResponsibilitiesTeam Leadership: Lead the US wealth management team to provide personalized overseas asset allocation for High Net-Worth Individuals, driving sales...
-
Wealth Management Professional
2 days ago
Los Angeles, California, United States Citi Full timeCiti Global Wealth is a unified business that serves the entire continuum of wealth clients, bringing together the full power of Citi to meet their financial needs. Our team offers comprehensive financial and investment advice to affluent and high-net worth individuals, partnering closely with a dedicated Wealth team to deliver traditional and alternative...
-
Strategic US Wealth Management Executive
1 week ago
Los Angeles, California, United States Hireio, Inc. Full timeWe are seeking a seasoned professional to lead our US Wealth Management Business as Head of US Wealth Management. This is an exceptional opportunity for a highly skilled and experienced individual to drive business growth and develop strategic partnerships in the US market.
-
Senior Investment Consultant
1 week ago
Los Angeles, California, United States TIAA Full timeJob SummaryWe are seeking a highly skilled Senior Investment Consultant to join our team at Nuveen, the investment manager of TIAA. In this role, you will be responsible for directing the sales and distribution efforts for our Alternatives Investments products across wealth channels in a specific geographic region.About the RoleAs a Senior Investment...
-
Senior Enterprise Architect
1 week ago
Los Angeles, California, United States eTek IT Services, Inc. Full timeAbout eTek IT Services, Inc.eTek IT Services, Inc. is a leading provider of technology solutions for the wealth management and insurance industries. We help our clients navigate complex challenges and achieve their goals through innovative and effective solutions.
-
Risk Management Consultant, IT Security Expert
2 hours ago
Los Angeles, California, United States KPMG Full timeKPMG Advisory practice is currently the fastest growing service line. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative culture.At KPMG, our people are our top priority. With a wealth of learning...
-
Wealth Management Expert
7 days ago
Los Angeles, California, United States Equitable Advisors LLC Full timeAbout UsAt Equitable Advisors LLC, we pride ourselves on being a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being and provide them with the confidence to pursue long and fulfilling lives.Our TeamWe value diversity and inclusion, fostering an environment where...
-
Tax and Wealth Planning Support Specialist
5 days ago
Los Angeles, California, United States Venable LLP Full timeAt Venable LLP, we are looking for a highly skilled and organized professional to join our Tax and Wealth Planning practice group as a Practice Group Assistant.SalaryThe estimated annual salary for this position in Los Angeles is between $50,000 and $68,000 per year, depending on qualifications and experience.About the RoleThis role involves providing...
-
Enterprise Risk Management Specialist
7 days ago
Los Angeles, California, United States NFP Full timeCompany OverviewNFP, an Aon company, is a multiple award-winning organization that excels in Business Insurance. We have earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. Our consultative advisors and problem solvers help companies and individuals address their most...
-
Financial Consultant Opportunity for Growth
3 days ago
Los Angeles, California, United States Global Financial Impact - Shannon Hunter Full timeGlobal Financial Impact - Shannon HunterAbout UsWe are a dynamic and innovative company, passionate about providing top-notch financial services to individuals and businesses nationwide.Welcome to our team of skilled professionals who share a common goal: making a lasting impact on people's lives through expert financial guidance.Salary InformationAs a...
-
Financial Services Consultant
7 days ago
Los Angeles, California, United States Dorr Agency Full timeOverviewThe Dorr Agency is a leading provider of life, health, and wealth solutions for families and businesses. Our team is seeking a motivated and coachable agent to join our collaborative environment.
-
Environmental Consultant and Project Manager
6 days ago
Los Angeles, California, United States TBWA\Chiat\Day Full timeAbout the OpportunityESA is seeking a highly experienced Environmental Consultant and Project Manager to join our team in Southern California. As a key member of our Biology Team, you will be responsible for leading complex projects related to environmental stewardship, conservation, and sustainability.About YouYou are a seasoned professional with at least...
-
Los Angeles, California, United States JIK Agency Full timeWe are looking for enthusiastic and driven individuals to join our team as Door to Door Solar Consultants at JIK Agency.About the JobThis is an exciting opportunity to work with a dynamic team passionate about sustainability and innovation. As a Door to Door Solar Consultant, you will have the chance to engage with potential customers, educating them about...
-
Estate Planning Attorney
7 days ago
Los Angeles, California, United States Black Lawyers Full timeAbout Our FirmAt Black Lawyers, we prioritize team member satisfaction as the cornerstone of productivity and client satisfaction. Our full-service wealth management firm provides consultative services and active management to clients, focusing on retirement planning, tax management, estate planning, financial planning, and investment management.
-
Los Angeles, California, United States Goldman Sachs Full timeAt Goldman Sachs, we're committed to empowering our clients and customers around the world to achieve their financial goals. Our advisor-led wealth management businesses provide comprehensive financial planning, investment management, banking, and advisory services to a wide range of clients, including high net worth individuals, family offices, foundations,...
-
Strategic Financial Consultant
5 days ago
Los Angeles, California, United States Northwestern Mutual Full timeWe are seeking an ambitious and results-driven financial advisor to fill an entry-level position offering opportunities for growth and a promising job outlook.Job OverviewSalary:$75,000 at plan yearlyJob ResponsibilitiesCreate customized financial plans tailored to each client's professional circumstances, life stage, and evolving financial needsCollaborate...
-
Strategic Portfolio Manager
6 days ago
Los Angeles, California, United States Charles Schwab Full timeJob OverviewSchwab Wealth Advisory is seeking a highly skilled Strategic Portfolio Manager to join our team. This role offers a unique opportunity to work with clients in the financial services industry, helping them achieve their goals and manage complex portfolios.About the RoleThis position involves working directly with clients, providing personalized...