Entry Level Wealth Manager

Equitable Advisors; Walnut Creek (CA); On-site; USD 39,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

Comprehensive benefits programs

FINRA Sponsorship

Sign-On Payment eligibility

Job summary

Equitable Advisors in Walnut Creek, California, is looking for dedicated financial professionals to build client relationships and devise tailored financial strategies. Candidates must have a Bachelor's degree and be authorized to work in the U.S.

You'll benefit from extensive training, FINRA licensing sponsorship, and opportunities for professional growth, including participation in mentorship programs and access to leadership development resources.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.

Responsibilities

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

Skills

Communication Skills

Entrepreneurial Spirit

Client Engagement

Financial Strategy Development

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

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: Benefit from the training and guidance of a local Vice President through your journey, offering valuable insights and support
• 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 FINRA licenses and registrations
• Stable Pay: After successfully completing PEP, eligible to become a 20th Edition financial professional; biweekly stable pay for up to first 24 months, based on a structured 40-hour workweek with $39,000 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 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 terms and conditions of applicable plans

Equitable Advisors, LLC, member FINRA, SIPC. An equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)