Entry-Level Wealth Manager: FINRA Licensing & Training

Equitable Advisors; San Diego (CA); On-site; USD 33,000 - 40,000; Full time

Benefits offered by this job

Stable pay for up to 24 months

Comprehensive benefits programs

Sign-on payment

Job summary

A leading financial services firm in San Diego is seeking a Wealth Management Associate to engage clients and develop personalized financial strategies. The role requires a Bachelor's degree and a collaborative mindset. You'll nurture relationships, conduct consultations, and enjoy a structured path to becoming a financial professional with benefits including stable pay and commissions. This position emphasizes social impact and community engagement while offering mentorship and training opportunities.

Qualifications

• Excellent interpersonal and communication abilities with strong self-confidence.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives to devise personalized strategies.
• Discuss financial products and services tailored to clients.

Skills

Communication Skills

Values-driven mindset

Entrepreneurial spirit

Collaboration

Education

Bachelor's degree or equivalent skills

Job description

A leading financial services firm in San Diego is seeking a Wealth Management Associate to engage clients and develop personalized financial strategies. The role requires a Bachelor's degree and a collaborative mindset. You'll nurture relationships, conduct consultations, and enjoy a structured path to becoming a financial professional with benefits including stable pay and commissions. This position emphasizes social impact and community engagement while offering mentorship and training opportunities.