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Wealth Advisor Trainee | FINRA Sponsorship & Mentorship

Job in Irvine, Orange County, California, 92713, USA
Listing for: equitable
Apprenticeship/Internship position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset 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

Equitable Advisors is hiring for a wealth-management pathway role with in-office presence. The role focuses on client engagement, financial strategy development, and product/service consultation, supported by structured licensing through FINRA sponsorship.

The program includes a 120-day hands-on training period (PEP), access to Virtual University, mentorship, and opportunities for professional growth toward CFP, ChFC, and Equitable’s Holistic Financial Coach credentials.

The following role is for a Wealth Advisor Trainee | FINRA Sponsorship & Mentorship with equitable.

Join equitable and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Wealth Advisor Trainee | FINRA Sponsorship & Mentorship role at equitable, based in Irvine, CA, United States.

We are looking to fill the Wealth Advisor Trainee | FINRA Sponsorship & Mentorship position at equitable in Irvine, CA, United States.

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