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Wealth Advisor—Licensing Path & Mentorship

Job in Irvine, Orange County, California, 92713, USA
Listing for: Equitable Advisors
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 36200 USD Yearly USD 36200.00 YEAR
Job Description & How to Apply Below
A financial services company based in Irvine, CA is looking for a Financial Professional to engage clients and develop financial strategies. Ideal candidates will have a Bachelor's degree and relevant licensing. Responsibilities include client relationship management, discussing financial products, and ensuring a strong work-life balance with a flexible schedule. The position offers a structured path to wealth management, including mentorship and ongoing training opportunities.
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