Talent.com
Entry Level - Financial Planner
Entry Level - Financial PlannerEquitable Advisors LLC • Los Angeles, CA, United States
Entry Level - Financial Planner

Entry Level - Financial Planner

Equitable Advisors LLC • Los Angeles, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple : to make a difference in the lives of others. If you are passionate 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 events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation : Discuss financial products and services tailored to clients' unique situations
  • Location : In-office presence required
  • Work-Life Balance : Flexible schedule to maximize productivity and personal time

Skills & Experience

  • Education : Bachelor's degree or equivalent skills and work experience
  • Licensing : State Life & Health, SIE, Series 7, Series 66P
  • Personal Attributes : values-driven with a track record of success and accomplishment
  • Communication Skills : excellent interpersonal and communication abilities with strong self-confidence
  • Mindset : entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration : ability to work with and learn from top performers
  • Work Authorization : must be authorized to work in the United States

    • Training & Development

  • FINRA Sponsorship : provided for required FINRA licensing
  • Preliminary Employment Period (PEP) : comprehensive 120?day hands?on training
  • Virtual University : access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship : opportunities for joint work and mentorship
  • Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development : access to Leadership Development School for those with management ambition
  • Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
  • 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 with $36,200 annually.
  • 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 is an equal?opportunity employer. M / F / D / V.

    #J-18808-Ljbffr

    [job_alerts.create_a_job]

    Entry Level Financial Planner • Los Angeles, CA, United States

    [internal_linking.similar_jobs]
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data Annotation • La Crescenta-Montrose, California
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor / Financial Professional - New York Life

    Financial Advisor / Financial Professional - New York Life

    New York Life Insurance Company • Los Angeles, California, US
    [job_card.full_time]
    Job Description Job Description W2 Employment - Comprehensive Corporate Benefits - Industry-Leading Training - Unlimited Growth Potential Are you driven by the opportunity to make a meaningful im...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Voya Financial Advisors Los Angeles

    Voya Financial Advisors Los Angeles

    Voya Financial Advisors • Los Angeles, California, US
    [job_card.full_time]
    Job Description Job Description Voya Financial Advisors®, Inc.Financial Professional to join our team in the greater Los Angeles area to work plan sponsor relationships, in tax exempt markets and...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Entry Level Sales - Training Provided

    Remote Entry Level Sales - Training Provided

    Reid Agency • Santa Monica, California, US
    [filters.remote]
    [job_card.full_time]
    Job Description Job Description Remote Entry Level Sales - Training Provided Summary Join our dynamic team in the financial services industry as a Remote Entry Level Sales professional.This rol...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor 2695

    Financial Advisor 2695

    New York Life • Glendale, CA, US
    [job_card.full_time]
    Financial Professionals help clients identify and achieve their financial goals.We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financia...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level Sales

    Entry Level Sales

    SPECTRUM • EL SEGUNDO, California, United States
    [job_card.full_time]
    This role requires the ability to work lawfully in the U.Connect people and communities by offering best-in-class telecommunication services through door-to-door solicitation of new prospective cus...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist - Home Health - $1,808 per week

    Travel Physical Therapist - Home Health - $1,808 per week

    Skyline Med Staff Allied • Panorama City, CA, United States
    [job_card.full_time]
    Skyline Med Staff Allied is seeking a travel Occupational Therapist for a travel job in Panorama City, California.Job Description & Requirements. As a traveler with Skyline Med Staff, you'll have a ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level Sales Reps – Flexible Work – Weekly Pay

    Entry Level Sales Reps – Flexible Work – Weekly Pay

    Vector Marketing • Long Beach, CA, US
    [job_card.full_time] +1
    Vector Marketing is running immediate interviews for part-time sales positions.Basic responsibilities include selling our Cutco products through one-on-one presentations. We offer a base pay that is...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level Growth Manager

    Entry Level Growth Manager

    Inspire Connections • Burbank, CA, US
    [job_card.full_time]
    Inspire Connections is seeking a driven Entry Level Growth Manager to join our marketing and sales firm based in Mission Hills, California. We put our clients first by combining efficient sales stra...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    New York Life - Tim Choi • Los Angeles, California, US
    [job_card.full_time]
    Job Description Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.Our ide...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Emerging Financial Planner - CA; Los Angeles, San Diego (5068)

    Emerging Financial Planner - CA; Los Angeles, San Diego (5068)

    Equitable Advisors LLC • Los Angeles, CA, United States
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Work At Home Online Entry Level - Remote Focus Group Panelist

    Work At Home Online Entry Level - Remote Focus Group Panelist

    Apex Focus Group LLC • North Hills, California, United States
    [filters.remote]
    [job_card.part_time]
    We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies. Earn up to $750 a week in your f...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor - Training Provided

    Financial Advisor - Training Provided

    True Path Financial • Los Angeles, California, US
    [job_card.full_time]
    Job Description Job Description Financial Advisor (Entry Level or Experienced) As a Financial Advisor at True Path Financial, you'll have the chance to shape your own career while making a signi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    NYL - Los Angeles, CA • Los Angeles, California, US
    [job_card.full_time]
    Job Description Job Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry-Level Financial Analyst LA Onsite, Growth & Benefits

    Entry-Level Financial Analyst LA Onsite, Growth & Benefits

    Westlake Services • Los Angeles, CA, United States
    [job_card.full_time]
    A leading auto finance company in Los Angeles is seeking an entry-level Financial Analyst to conduct comprehensive analyses of financial statements and business processes.The ideal candidate will h...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Advisor-San Diego

    Wealth Advisor-San Diego

    RK Partners • Los Angeles, California, US
    [job_card.full_time]
    Job Description Job Description Position : Wealth Management Advisor Compensation : Starting at $125K Overview : We are seeking an experienced and client-focused Wealth Advisor to provide comprehens...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level Business Development Representative

    Entry Level Business Development Representative

    Bisnow • Los Angeles, CA, United States
    [job_card.full_time]
    Bisnow is seeking a high-performing, entry-level Sales Representative to join our Commercial Real Estate Advertising and Event Sales team. In this sponsorship sales role, you will partner with clien...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Financial Planner

    Financial Planner

    JCW Group • Los Angeles, CA, United States
    [job_card.full_time]
    Our client is an established wealth management firm that provides a boutique, high-touch experience for high-net-worth individuals and families. Their mission centers on helping clients achieve last...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]