Entry Level Wealth Manager

Equitable Advisors; Folsom (CA); On-site; USD 39,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits programs

Mentorship opportunities

Flexible work schedule

Stable pay and commissions

Job summary

A leading financial services firm in California is seeking professionals to join their team. This role involves building client relationships and developing tailored financial strategies. Candidates should hold a Bachelor's degree and be passionate about helping others achieve financial wellness. Comprehensive training and development programs are provided, along with the opportunity for flexible schedules.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Entrepreneurial mindset with a desire to positively impact others.

Responsibilities

• Build and nurture client relationships through networking events.
• Devise personalized financial strategies for clients.
• Discuss tailored financial products and services.

Skills

Interpersonal communication

Client relationship management

Financial strategy development

Collaboration

Education

Bachelor's degree or equivalent skills

Tools

FINRA licensing

Job description

Base pay range

$39,000.00/yr - $125,000.00/yr

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

• 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: guidance from a local Vice President 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 licensing timeline
• Stable Pay: after completing PEP, eligibility to receive biweekly stable pay for up to 24 months, based on a structured 40-hour workweek with $39,000 annually
• Commissions and Bonus: eligible to earn commissions and bonus in addition to stable pay
• Benefits Eligibility: eligible for comprehensive benefits programs including health, dental and vision, 401(k); ESPP; disability; life insurance; and TRIP, subject to plan terms

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" and Equitable Excellence, which awards 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.

Equitable Advisors, LLC, member FINRA, SIPC, and affiliate details, are equal opportunity employers. M/F/D/V.

Job details

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