Wealth Management Associate
Equitable Advisors LLC
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 confidence to pursue long and fulfilling lives. We have a passion to make 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 people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. 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 Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves 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 PLANNER™ (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. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Requirements Applicants must be authorized to work in the United States A four-year college degree is preferred but not required We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding We will sponsor your pursuit of FINRA Series 7 and 66 registrations which must be passed prior to onboarding Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek. Commissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like \"1,000 Hours of Giving Back,\" sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE- .1(9/24)(Exp.9/26) Equitable Advisors LLC
$85k - $120k
...1BRCityLos AngelesJob TypeFull Time Key responsibilitiesWe're looking for a Wealth Strategy Associate to:• Support Financial Advisors in developing and implementing customized wealth management strategies and financial plans for clients.• Analyze client financial information...SuggestedFull timeWork at officeFlexible hours$68k - $120k
POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients,...SuggestedTemporary workWork experience placementLocal areaWork visa- ...Associate, Wealth Management Los Angeles, CA Who We Are IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results...SuggestedInternshipFlexible hours
$76k - $88k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high... ...developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition...SuggestedFlexible hours$60k - $125k
The Goldman Sachs Group is seeking a Wealth Management Professional in Los Angeles, California. This role requires a Bachelor's degree and 1-3 years of client service experience. You will manage relationships with ultra-high net worth clients, oversee asset management,...Suggested- DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly with Wealth Advisors, supporting high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service...
$120k - $135k
Job Description Job Duties: Associate, Business Development with Goldman Sachs & Co. LLC in Los Angeles, California. Leverage prior... ...to build an advisory business. Create comprehensive wealth management plans for high-net-worth individuals and families, as well as...- Equitable Advisors is recruiting for a Wealth Management Associate within the Retirement Benefits Group in Los Angeles, CA. You will engage clients, learn our retirement products, and help implement tailored solutions while working toward professional licensure. The program...
- ...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement :Build and nurture client relationships through networking...Work experience placementWork at officeLocal areaFlexible hours
- About the program Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced... ...to additional opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch...Full timeApprenticeshipWork at office
- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building trusted client relationships and delivering an exceptional client experience. You will...
- Equitable Advisors is seeking a Wealth Management professional to build client relationships, develop tailored financial strategies, and discuss suitable products and services. The role requires in-office presence and licensing through FINRA sponsorship during training....Work at office
- Bernstein Private Wealth Management, part of AllianceBernstein, seeks Associates to support client service for high-net-worth clients and collaborate with Financial Advisors to deliver portfolio analysis, asset allocation recommendations, and wealth planning insights....
- Goldman Sachs Group, Inc. offers a New Associate Program, a full-time track for professionals with 2-5 years of experience and an... ...opportunities within a recruiting year and gain exposure to Asset & Wealth Management, including Private Wealth, Wealth Solutions, and global...Full time
- ...Job Description Job Description As a member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth Management Managers and Directors in our Exclusive Family Office with the services provided to clients such as the preparation...Work at office
- Associate Financial AdvisorPosition OverviewAs an Associate Financial Advisor, you will support... ...financial planning and investment management services to a diverse client base. Your... ...preferred.Experience in financial services, wealth management, or related advisory/support...Temporary workFlexible hours
$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor... ...strategy meetings, developing agendas and driving associated action itemsSKILLS & EXPERIENCE WE ARE LOOKING FORBachelor...Full timeTemporary workPart time- A leading independent wealth management firm is seeking an Associate Wealth Advisor to join their high-performing team in Santa Monica, California. This role involves supporting lead advisors with high-net-worth client relationships and financial planning initiatives....
$80.75k - $162.27k
...people are our number one priority. With a wealth of learning and career development... ...Advisory.KPMG is currently seeking a Senior Associate to join our Federal Advisory practice.... ...for input into approved facility / asset-management systems, helping maintain accurate decision...Local area$114.54k - $194.58k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...Alternatives. Provides guidance and mentoring to Investment Associates.7. Accountable for personal adherence to best practices as...Full timeWork experience placementH1bLocal areaWorldwideFlexible hours$412k
Associate Senior Vice President, Advancement Services and Business Intelligence University... ...services, business operations, information management, data and analytics, technology strategy... ...their and their dependents’ health, wealth, and future. These benefits are available...Full timeWork experience placementLocal area- ...Executive Director, Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self...
- Goldman Sachs seeks an Associate, Business Development in Los Angeles to build and grow an advisory... .... You will craft comprehensive wealth plans, showcase our investment platform,... ...services. You will source new opportunities, manage current relationships, and apply strong asset...
$145k - $170k
...combine disciplined investment portfolio management with charitable and estate planning —... ...capacity of our senior team. We are hiring an Associate Advisor to take ownership of the... ...planning, or a related field ~1–4 years in wealth management, financial planning, tax, or...Work at office1 day per week- ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative... ...investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for various funds, driving...
$20.23 - $26.3 per hour
...your future with us! About the Role As a Community Leasing Associate at one of our Lease-Up properties, you’ll be the face of... ...Deliver outstanding service to exceed expectations. Operations Manage lease files and maintain accurate records. Utilize Yardi software...Hourly payMinimum wageFull timeLocal areaFlexible hours$70k - $130k
What is the opportunity? Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making... ...compensation Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact...Temporary workFlexible hours$115k - $130k
...communities. As a diversified developer, operator, and investment manager of top-tier real estate in 33 markets across the globe, our... ...refinancing/disposition analysis within the operating portfolio. The Associate will be involved with quantitative financial modeling, asset...Full timeWork at officeLocal areaFlexible hours- ...or disability status.Job DescriptionJob Description: As a healthcare principal consultant, you will be performing, assigning and managing a day-to-day client relationship.You are accountable for business development. On the whole your going to be a passionate player in...
- ...Skills Research Institute is hiring an Associate Banker in Los Angeles. This seasoned professional... ...communication skills, focusing on managing client relationships and driving revenue... ...3-7 years of relevant experience in wealth management, a Bachelor's degree, and necessary...
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