Future Advisor Training Program

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

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.

What You'll Be Doing

In this training program, participants will be offered the opportunity to learn about the financial services industry from the expertise of a Financial Professional who focuses on Wealth Management, Financial Protection products and strategies, and Estate Planning strategies. Participants will have the opportunity to be involved in a variety of activities:

• Learning how to prepare for meetings with clients and prospective clients
• Learning the importance of, and how to prepare, presentations to clients and prospective clients
• Learning how to research client portfolios and the importance of such research in the role of a Financial Professionals
• Attending in-house training sessions regarding issues relevant to the industry, including compliance rules and regulations and product training
• Observing sales techniques to learn effective presentation skills

Participants will also be provided training to enhance their learning experience, leveraging a combination of ‘self-paced’, virtual, and branch training in the following categories:

• Selling Skills
• Market Development
• Product Knowledge
• Practice Management

Program details

• Rate - $22/hr
• Hours - up to 40 hours/week
• Location - Onsite (Mon-Fri) - 2050 Main St, Suite 500, Irvine, CA 92614
• Duration - 12 weeks