Wealth Management Professional
3 weeks ago
Unlock Your Potential as a Wealth Management Associate
We are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a Wealth Management Associate, you will play a critical role in helping our clients achieve their financial goals and secure their financial well-being.
About Equitable Advisors
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. Our team is passionate about 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.
Our Culture
We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit. We also prioritize social impact and community engagement through programs such as "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually.
Training and Support
Our entry-level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play, and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations, including CERTIFIED FINANCIAL PLANNERTM (CFP) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
Qualifications
Requirements include being authorized to work in the United States, a four-year college degree (preferred but not required), and the ability to navigate obtaining required state licenses and passing the SIE. We will sponsor your pursuit of FINRA Series 7 and 66 registrations, which must be passed prior to onboarding. We seek results-driven, highly motivated, self-starters with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures. Team players with excellent interpersonal skills and communication abilities, as well as the ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships, are ideal candidates.
Compensation and Benefits
Entry-level Financial Professionals start out in our Preliminary Employment Program (PEP) after obtaining required licenses and registrations and have the potential to receive a sign-on payment ranging from $250 - $1,000. During PEP, you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company's commission schedules, which vary depending on the financial product sold. The duration of PEP is a maximum of 120 days to meet the program requirements. After your first 90 days as a Preliminary Employment Program (PEP) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and participate in a variety of comprehensive benefit plans sponsored by the company, including Health Plan, 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).
-
Wealth Management Professional
3 weeks ago
Los Angeles, California, United States MRINetwork Jobs Full timeJob DescriptionWe are seeking a highly skilled Wealth Management Professional to join our team at MRINetwork Jobs. As a Private Banker, you will be responsible for developing and maintaining relationships with high net worth clients, providing expert advice and counsel in all areas of wealth management.Key Responsibilities:Develop and implement strategies to...
-
Wealth Management Professional
3 weeks ago
Los Angeles, California, United States Advisor Business Solutions Full timeAssociate Wealth Advisor RoleAt Advisor Business Solutions, we are seeking a highly skilled and motivated Associate Wealth Advisor to join our team. This role is a fantastic opportunity for an individual to develop their skills and expertise in financial advisory services.Key Responsibilities:Act as the primary point of contact for all client interactions,...
-
Wealth Management Professional
4 weeks ago
Los Angeles, California, United States Harrison Gray Search & Consulting Full timeJob DescriptionHarrison Gray Search & Consulting is partnering with a leading wealth management firm in Los Angeles to find their next Wealth Advisor. This role is responsible for helping to grow and expand the firm while servicing client relationships.Key Responsibilities:Manage client relationships with extensive client contact.Actively manage a client...
-
Wealth Management Professional
3 weeks ago
Los Angeles, California, United States Harrison Gray Search and Consulting LLC Full timeHarrison Gray Search and Consulting LLC is partnering with a leading wealth management firm in Los Angeles to find their next Wealth Advisor. This role is responsible for helping to grow and expand the firm while servicing client relationships.Key ResponsibilitiesManage client relationships with extensive client contact, fostering strong relationships and...
-
Wealth Management Professional
4 weeks ago
Los Angeles, California, United States Harrison Gray Search & Consulting Full timeJob SummaryHarrison Gray Search & Consulting is partnering with a leading investment management firm to find their next Private Wealth Associate in Los Angeles.This is an exciting opportunity to work with senior professionals and build relationships with clients and prospective clients to understand and support all aspects of their servicing needs.As a...
-
Wealth Management Professional
4 weeks ago
Los Angeles, California, United States Capital Group Full timeRole SummaryAs a Private Wealth Advisor at Capital Group, you will play a critical role in helping high-net-worth individuals and families achieve their long-term financial objectives. You will work closely with clients to understand their unique needs and develop comprehensive wealth management plans that address their specific wealth management issues.Key...
-
Wealth Management Professional
4 weeks ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled Wealth Advisor to join our Schwab Wealth Advisory team. As a key member of our team, you will be responsible for delivering exceptional client experiences and providing personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment plans for clients, leveraging a...
-
Wealth Management Professional
3 weeks ago
Los Angeles, California, United States Equitable Services Full timeWealth Management OpportunitiesAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. Our team of Financial Professionals comes from a variety of backgrounds, including recent college graduates, career crossovers, and experienced...
-
Wealth Management Director
4 weeks ago
Los Angeles, California, United States Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth clients.Key ResponsibilitiesDevelop and execute business...
-
Wealth Management Specialist
4 weeks ago
Los Angeles, California, United States Bank of America Full timeJob Title: Wealth Management SpecialistWealth Management Specialists at Bank of America play a critical role in helping clients achieve their financial goals. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on their wealth management needs.Key Responsibilities:Develop and implement comprehensive wealth...
-
Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States Harrison Gray Search and Consulting LLC Full timeJob Title: Wealth Planner/Certified Financial PlannerHarrison Gray Search and Consulting LLC is partnering with a leading wealth management firm in Los Angeles to find their next Wealth Advisor. This role is responsible for helping to grow and expand the firm while servicing client relationships.Key Responsibilities:Manage client relationships with extensive...
-
Wealth Management Director
4 weeks ago
Los Angeles, California, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Wealth Management Director to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key Responsibilities:Develop and implement...
-
Wealth Management Specialist
3 weeks ago
Los Angeles, California, United States Bank of America Full timeJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.As a...
-
Private Wealth Manager
3 weeks ago
Los Angeles, California, United States The Capital Group Companies , Inc. Full timeJob SummaryAs a Private Wealth Advisor at The Capital Group Companies, Inc., you will work closely with high-net-worth individuals and families to create customized wealth management plans that protect and grow their wealth across generations. You will help nonprofit foundations and endowments achieve their long-term financial objectives through effective...
-
Wealth Management Principal
3 weeks ago
Los Angeles, California, United States Cerity Partners Full timeCerity Partners Role: Wealth Management PrincipalWe are seeking a seasoned Wealth Management Principal to join our Los Angeles-based team of senior partners. The ideal candidate will have a strong background in wealth management and investment advisory services, with a passion for delivering exceptional client experiences.Key Responsibilities:Client...
-
Senior Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our Private Client Services team at Capital Group. As a key member of our team, you will be responsible for providing exceptional investment advice and wealth planning services to our high net worth clients.Key ResponsibilitiesDevelop and implement...
-
Wealth Management Specialist
3 weeks ago
Los Angeles, California, United States M&T Bank Full timeJob Summary:We are seeking a highly skilled and experienced Wealth Advisor to join our team at M&T Bank. As a key member of our wealth management team, you will be responsible for providing comprehensive wealth management solutions to high net worth individuals, business owners, and families.Key Responsibilities:Lead the client relationship team and ensure...
-
Wealth Management Specialist
4 weeks ago
Los Angeles, California, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We are seeking a highly skilled Wealth Management Specialist to join our...
-
Business Analyst
4 weeks ago
Los Angeles, California, United States Futran Tech Solutions Pvt. Ltd. Full timeJob SummaryWe are seeking a highly skilled Business Analyst to join our team at Futran Tech Solutions Pvt. Ltd. in a Wealth Management role. The ideal candidate will have a strong background in product management, agile methodologies, and wealth domain knowledge.Key ResponsibilitiesDevelop and maintain product vision and positioning with key...
-
Senior Wealth Management Advisor
3 weeks ago
Los Angeles, California, United States Tandym Group Full timeA leading financial services firm in California is seeking an experienced professional to join their team in Los Angeles as a Senior Wealth Management Advisor. In this role, the Senior Wealth Management Advisor is responsible for maintaining existing clients and helping to grow and expand the firm.Key Responsibilities:Manage client relationships with...
