Wealth Management Associate

5 days ago


Woodland Hills, California, United States Equitable Services Full time
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 Approach

We take a holistic approach to financial planning, focusing on the unique needs and goals of each client. Our team of experienced financial professionals works closely with clients to develop customized financial strategies 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 and our annual Diversity Summit.

Our 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).

Our Training and Support

We provide ongoing training and support to help our financial professionals develop the skills and knowledge they need to succeed. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, sales techniques, market development, and access to a full suite of remote-work technology solutions.

Our Qualifications

We are seeking highly motivated and results-driven individuals who possess integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures. Applicants must be authorized to work in the United States and have a four-year college degree (preferred but not required). We will help you navigate obtaining the required state licenses and sponsor your pursuit of FINRA Series 7 and 66 registrations.



  • Woodland Hills, California, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is 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, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, focusing on the unique needs...


  • Woodland Hills, California, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial Services Manager to join our team at City National Bank. As a Senior Financial Services Manager, you will be responsible for developing new business and maintaining ongoing relationships with affluent individuals and families within a specific market.Key ResponsibilitiesBusiness...


  • Beverly Hills, California, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a highly experienced and skilled PWM Private Wealth Manager to join our team. As a PWM Private Wealth Manager, you will be responsible for retaining and growing medium to large size high net worth client relationships. You will build a team of banking, trust, and investment professionals around the client to meet and exceed...


  • Beverly Hills, California, United States U.S. Bank Full time

    Job SummaryWe are seeking a highly experienced and skilled PWM Private Wealth Advisor to join our team at U.S. Bank. As a PWM Private Wealth Advisor, you will be responsible for building and maintaining relationships with high net worth clients, providing expert advice and guidance on wealth management and investment strategies.Key ResponsibilitiesDevelop...


  • Beverly Hills, California, United States Bank of America Full time

    About the RoleThis is a senior leadership position within the Merrill Center for Family Wealth, reporting to the Director of the Center. The successful candidate will be responsible for leading initiatives designed to help families navigate the complexities of wealth by applying advanced methodologies in support of family wealth dynamics and governance.Key...


  • Beverly Hills, California, United States Bank of America Full time

    About the RoleThis is a senior leadership position within the Bank of America Merrill Lynch organization, reporting to the Director of the Merrill Center for Family Wealth. The successful candidate will be responsible for leading initiatives designed to help ultra-high-net-worth families navigate the complexities of wealth by applying advanced methodologies...


  • Woodland Hills, California, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Services Manager to join our team at City National Bank. As a key member of our Wealth Management division, you will be responsible for developing and maintaining relationships with affluent individuals and families, providing expert financial planning and investment advice, and...


  • Woodland Hills, California, United States City National Bank Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at City National Bank. As a key member of our Wealth Management group, you will be responsible for developing and maintaining relationships with affluent individuals and families, providing expert financial planning and investment advice, and driving revenue growth...

  • Associate Underwriter

    4 weeks ago


    Woodland Hills, California, United States ICW Group Full time

    {"title": "Associate Underwriter", "description": "Job SummaryICW Group is seeking an Associate Underwriter to join our team. As an Associate Underwriter, you will play a key role in supporting the Underwriting Department in providing customer service to policyholders, brokers, and agents. You will assist in the achievement of effective and profitable Branch...


  • Beverly Hills, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...

  • Associate Attorney

    3 weeks ago


    Woodland Hills, California, United States Jobot Full time

    Employment Law Associate AttorneyWe are a dynamic full-service law firm dedicated to delivering quality legal services that exceed expectations. Our commitment to active client engagement, strategic decision-making, and prompt responsiveness to inquiries underscores our passion for solving problems and representing individuals and businesses in litigation...

  • Sales Associate

    4 weeks ago


    Woodland Hills, California, United States Aurora Ventures Full time

    About the Role:Aurora Ventures is seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service and ensuring a seamless shopping experience for our customers.Key Responsibilities:Cash Handling: You will be responsible for accurately processing cash...


  • Beverly Hills, California, United States House of Blues Full time

    Job SummaryLive Nation Entertainment is a global leader in live entertainment, comprising Ticketmaster, Live Nation Concerts, and Live Nation Media & Sponsorship. As an Associate Manager, Influencer Marketing, you will play a key role in managing the day-to-day tasks associated with campaign planning and execution for Live Nation's touring campaigns.Key...


  • Woodland Hills, California, United States HomeGoods Full time

    {"h1": "Retail Merchandise Associate Job Description", "p": "At HomeGoods, we're passionate about providing an exceptional customer experience. As a Retail Merchandise Associate, you'll play a key role in delivering this experience by engaging with customers, maintaining a clean and organized store environment, and adhering to operational standards.Key...


  • Woodland Hills, California, United States Floor & Decor Holdings, Inc. Full time

    About the RoleFloor & Decor is seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will play a key role in providing exceptional customer service and support to our customers in finding the perfect products for their projects.Key ResponsibilitiesConnect with customers, ask about their projects, and...

  • Associate Attorney

    3 weeks ago


    Woodland Hills, California, United States Jobot Full time

    Employment Law Associate AttorneyWe are a dynamic full-service law firm dedicated to delivering quality legal services that exceed expectations. Our commitment to active client engagement, strategic decision-making, and prompt responsiveness to inquiries underscores our passion for solving problems and representing individuals and businesses in litigation...


  • Woodland Hills, California, United States Jobot Full time

    Employment Law Associate Job DescriptionWe are seeking a skilled Employment Law Associate to join our dynamic team at Jobot. As a California-barred attorney, you will have the opportunity to represent management and employers in a wide array of legal matters, including employee hiring, evaluation, discipline, and termination, wage and hour compliance,...


  • Woodland Hills, California, United States City National Bank Full time

    Job Title: Senior Financial AdvisorAt City National Bank, we're seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Wealth Management group, you'll be responsible for developing and maintaining relationships with affluent individuals and families, providing expert financial planning and investment advice, and driving...


  • Woodland Hills, California, United States Smart and Final Full time

    Part-time Associate (Deli) Job DescriptionWe are seeking a Part-time Associate (Deli) to join our Store Operations Team at Smart & Final Extra in Woodland Hills, California.Key Responsibilities:Maintain a store section as assigned and may order, receive and stock merchandise using proper equipment, assures proper pricing on merchandise, checks product date...


  • Woodland Hills, California, United States Fogo de Chão Full time

    Job SummaryFogo de Chão is seeking a highly motivated and detail-oriented Server Support Associate to join our team. As a Server Support Associate, you will play a critical role in ensuring our guests have an exceptional dining experience.Key Responsibilities:Server Support: Maintain the ice water, cheese rolls, side dishes, and other items as directed at...