Wealth Management Associate

1 month ago


Los Angeles, California, United States Equitable Full time

About Us

At Equitable Advisors, we're dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is passionate about delivering exceptional customer service and building long-term relationships with our clients.

Our Mission

We strive to provide our clients with customized financial strategies that address their unique needs and goals. Our team is committed to staying up-to-date on the latest industry trends and developments to ensure that our clients receive the best possible advice.

What We Offer

We offer a comprehensive range of financial services, including investment management, financial planning, and wealth management. Our team is dedicated to helping our clients achieve their financial goals and securing their financial well-being.

Requirements

  • Authorized to work in the United States
  • Four-year college degree preferred but not required
  • Results-driven, highly motivated, self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures
  • Team player with excellent interpersonal skills and communication abilities
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Compensation and Benefits

Entry-level Financial Professionals start out in our Preliminary Employment Program (PEP) after obtaining required licenses and registrations. During PEP, you will have the opportunity to earn 100 percent of the commissions generated by you in accordance with the Company's commission schedules. 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 insurance, 401(k) Plan, Employee Stock Purchase Plan, and more.



  • Los Angeles, California, United States Cerity Partners Full time

    Cerity 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...


  • Los Angeles, California, United States Hireio, Inc. Full time

    About 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...

  • Relationship Manager

    1 month ago


    Los Angeles, California, United States Goldman Sachs Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Relationship Manager to join our team at Goldman Sachs. As a key member of our Client Service team, you will be responsible for managing and monitoring client relationships, ensuring a consistent positive client experience, and working closely with our Managing Directors, Wealth Managers, and...


  • Los Angeles, California, United States Top Tier Reps LLC Full time

    Job Title: Trusts & Estates Associate AttorneyJob Overview: Top Tier Reps LLC is seeking a skilled Trusts & Estates Associate Attorney to join their team in Los Angeles. The ideal candidate will have 3-5 years of experience in estate planning and will be well-versed in high-net-worth estate and tax planning, as well as estate and trust administration.Key...


  • Los Angeles, California, United States MedPOINT Management Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented individual to fill the role of Multidisciplinary Support Associate. This position plays a vital part in the healthcare coordination process, ensuring seamless communication between data entry teams, IPA teams, providers, and members.Duties and ResponsibilitiesSorts and reassigns incoming...


  • Los Angeles, California, United States JAMS Full time

    Job Title: Associate Business ManagerAt JAMS, we are committed to diversity and inclusion. We are seeking an experienced Associate Business Manager to join our team.Job Summary:The Associate Business Manager will be responsible for leading part of a larger Resolution Center (RC) team or solely a smaller RC focused on the case management function. The...


  • Los Angeles, California, United States Action Property Management Full time

    Action Property Management is seeking a full-time Assistant Property Manager to join our Luma team in Downtown Los Angeles.The ideal candidate will have at least 2 years of administrative experience, preferably in HOA or property management. They will be responsible for providing essential administrative and technical support to ensure smooth operations of...


  • Los Angeles, California, United States Planate Management Group Full time

    We are seeking a highly skilled and experienced Construction Supervisor for Water Supply Network to join our team.The Construction Supervisor for Water Supply Network will play a key role in the Nauru Sustainable and Resilient Urban Development Project to support the Government of Nauru in increasing sustainability, resilience, access, quality and safety...


  • Los Angeles, California, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    Empowering Financial Futures At THE BANK OF NEW YORK MELLON CORPORATION, we're committed to helping high net worth individuals and families achieve their long-term financial goals. As a leading wealth management institution, our expertise spans asset management, custody, and banking services, enabling us to provide comprehensive solutions tailored to our...


  • Los Angeles, California, United States Virtus Investment Partners Full time

    We are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors and work closely with senior-level managers to achieve our goals.Responsibilities:Act as primary service contact for...


  • Los Angeles, California, United States Morgner Construction Management Corp. Full time

    Job Summary: Morgner Construction Management Corp. is seeking a qualified Construction Manager to oversee construction activities for the Wayfinding Enhancement Program at Los Angeles World Airports (LAWA).Key Responsibilities:Monitor all on-site field construction activities associated with the completion of the Wayfinding Enhancement Program.Apply...


  • Los Angeles, California, United States E&S Ring Management Full time

    E&S Ring Management is a dynamic residential property management company with a strong presence in California, boasting apartment communities in the most desirable neighborhoods across the state. Our company's strategic positioning in the heart of these neighborhoods, combined with our long-standing reputation as a leader in the industry, makes us an...


  • Los Angeles, California, United States ZURU Toy Company Full time

    About the RoleWe are seeking a highly skilled Marketing Manager Associate to join our team at ZURU Toy Company. As a key contributor, you will collaborate with the Marketing Manager to craft and execute innovative, localized consumer marketing campaigns across a portfolio of leading ZURU toy brands.Key Responsibilities:Manage part of the portfolio and...


  • Los Angeles, California, United States City National Bank Full time

    OverviewCity National Bank, a subsidiary of Royal Bank of Canada, is a leading financial institution with a strong presence in select markets. As a Senior Audit Manager for Treasury and Finance, you will play a critical role in ensuring the bank's operations align with regulatory requirements and industry best practices.Salary and BenefitsThe estimated...

  • Data Analyst

    4 weeks ago


    Los Angeles, California, United States MedPOINT Management Full time

    Job Title: Financial Recovery Data AnalystJob Summary:MedPOINT Management is seeking a highly skilled Financial Recovery Data Analyst to join our team. As a key member of our Auditing & Recoveries department, you will be responsible for overseeing the OB Maternity Kick agreements for our MPM's Hospital & IPA clients.Key Responsibilities:Prepare monthly...


  • Los Angeles, California, United States Pop-Up Talent Full time

    Job SummaryWe are seeking a highly skilled Senior Associate Attorney to join our team at Pop-Up Talent. As a Senior Associate Attorney, you will be responsible for managing a caseload of complex legal matters and prioritizing tasks to meet deadlines.Key ResponsibilitiesManage a caseload of complex legal matters and prioritize tasks to meet deadlinesLead a...


  • Los Angeles, California, United States Global Elite Full time

    Unlock Your Potential as a Sales ManagerAt Global Elite, we're seeking a seasoned sales professional to lead our team to success. As a Sales Manager, you'll be responsible for motivating and guiding a team of professionals, leveraging your wealth of experience and leadership skills to drive results.Key Responsibilities:Motivate and guide a team of...


  • Los Angeles, California, United States Guess Full time

    Job Title: Seasonal Sales AssociateAt GUESS, we're looking for a Seasonal Sales Associate to join our team. As a Seasonal Sales Associate, you will be responsible for generating sales and delivering an exceptional customer experience.Key Responsibilities:Customer Experience: Greet customers with a smile and provide them with current and relevant product...


  • Los Angeles, California, United States United Talent Agency Full time

    Looking to make a lasting impact at a leader in the entertainment industry?We are seeking an experienced Sales Operations Associate to join our Finance team at United Talent Agency. This pivotal role will be at the forefront of client relationship management, ensuring seamless interactions between agents, assistants, and clients.Responsibilities will...

  • Team Associate

    2 weeks ago


    Los Angeles, California, United States El Super Full time

    Job Title:Team AssociateJob Summary:As a Team Associate at El Super, you will play a vital role in delivering exceptional customer service and ensuring a seamless shopping experience for our customers. Your responsibilities will include maintaining a clean and organized store environment, processing sales accurately and efficiently, and working...