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Wealth Management Trainee; Licensing

Job in Irvine, Orange County, California, 92713, USA
Listing for: Equitable Advisors
Apprenticeship/Internship position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Trainee (Licensing Included)

Equitable Advisors in Irvine is seeking a Financial Services Professional to engage clients, develop personalized financial strategies, and consult on products in an in-office setting. You will build relationships, assess risk tolerance, and tailor recommendations while collaborating with top performers.

The role emphasizes training, FINRA licensing sponsorship, mentorship, and a clear path to professional growth, including CFP/ChFC avenues, with a structured pay plan and benefits package.

Are you ready to take on the Wealth Management Trainee (Licensing Included) role at Equitable Advisors?

All applications are reviewed carefully by our team.

The position is based in Irvine, CA, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 60.000 - 90.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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