Entry Level Wealth Advisor — FINRA Licensing & Mentorship

Equitable Advisors; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University access

Mentorship

Leadership Development

Job summary

Equitable Advisors in San Francisco seeks talented professionals for a program guiding you toward a wealth management career through licensing and hands-on training.

You will engage clients, develop financial strategies, and discuss tailored products while completing FINRA licensing with sponsor support. This in-office role offers mentorship, ongoing education, and a path to growth into senior advisory positions.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, SIE, Series 7, Series 66P are required or pursued.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• 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.

Skills

Client engagement

Communication skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor's degree

Job description

Equitable Advisors in San Francisco seeks talented professionals for a program guiding you toward a wealth management career through licensing and hands-on training.

You will engage clients, develop financial strategies, and discuss tailored products while completing FINRA licensing with sponsor support. This in-office role offers mentorship, ongoing education, and a path to growth into senior advisory positions.