Entry Level - Financial Planner

Equitable Advisors; San Diego (CA); On-site; USD 36,000 - 125,000; Full time

Job summary

An established industry player is seeking a Regional Vice President to join their dynamic team in San Diego. This role involves engaging with clients to foster strong relationships and develop personalized financial strategies. With a focus on making a positive impact, you'll be part of a mission-driven organization dedicated to helping individuals achieve their financial goals. The position offers a structured path to becoming a wealth manager, with comprehensive training and development opportunities. If you're passionate about finance and committed to making a difference, this is an exciting opportunity to advance your career in a supportive environment.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Employee Stock Purchase Plan

Disability Insurance

Life Insurance

Transportation Reimbursement Incentive Program

Qualifications

• Bachelor's degree or equivalent skills and work experience required.
• Strong communication and interpersonal skills essential for client engagement.

Responsibilities

• Build and nurture client relationships through networking events.
• Develop personalized financial strategies based on client objectives.

Skills

Communication Skills

Entrepreneurial Mindset

Client Engagement

Financial Strategy Development

Education

Bachelor's degree

Tools

FINRA Licensing

Job description

This range is provided by Equitable Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$36,000.00/yr - $125,000.00/yr

Direct message the job poster from Equitable Advisors

Regional Vice President at Equitable Advisors

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 66.
• 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

• INRA 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 CFP, ChFC, and Equitable Advisors’ 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.

Compensation

• 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, based on a structured 40-hour workweek with $36,200 annually.

Additional Earnings & Benefits

• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonuses.
• Benefits Eligibility: Eligible financial professionals can participate in comprehensive benefits programs including health, dental, and vision insurance, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), each subject to terms and conditions.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and 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 to ensure we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (including various state-specific entities). Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Additional Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance, Business Development, and Consulting
• Industries: Financial Services, Insurance, and Investment Advice