Entry Level-Wealth Manager

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

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan

Employee Stock Purchase Plan

Training and development opportunities

Sign-on payment eligibility

Job summary

A leading financial services firm is searching for a Senior Vice President to enhance client relationships and develop personalized financial strategies. The role demands a bachelor's degree or equivalent experience, along with relevant licenses. Candidates should demonstrate interpersonal skills and an entrepreneurial mindset. This position requires in-office presence and offers a structured pathway for growth and development while maintaining a focus on making a positive impact in clients' lives.

Qualifications

• Must possess a bachelor's degree or equivalent skills and work experience.
• State Level Life and Health, SIE, Series 7, Series 66 licenses must be obtained.
• Demonstrated values-driven approach and history of accomplishment.

Responsibilities

• Build and nurture client relationships through proactive engagement.
• Develop personalized financial strategies based on client objectives.
• Consult clients on financial products tailored to their needs.

Skills

Bachelor's degree or equivalent skills

State Life & Health, SIE, Series 7, Series 66 licensing

Excellent interpersonal and communication abilities

Entrepreneurial spirit

Ability to collaborate and learn from top performers

Job description

Senior Vice President

Equitable Advisors

Base pay range

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

Company Overview

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. helps people achieve meaningful financial wellness. With 2.4 million clients nationwide, our mission is simple: make a difference in people’s lives. We offer a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events, portfolio management, and 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.
• Leadership Development: Access to the Leadership Development School for those with management ambition.
• Professional Growth: Encouragement to pursue professional designations such as CFP®, 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 required 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 $39,000 annually.
• Commissions and Bonus: In addition to Stable Pay, 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).

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, and support community engagement through initiatives such as “1,000 Hours of Giving Back” and “Equitable Excellence,” which awards 200 college scholarships annually.

Recruitment Invitation

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, ensuring 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, is an equal‑opportunity employer. M/F/D/V. GE‑7814315.