Wealth Advisor in Training

Equitable Advisors; San Diego (CA); On-site; USD 39,000 - 55,000; Full time

Benefits offered by this job

Health

Dental

Vision

401(k)

ESPP

Disability

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors seeks a driven wealth professional to build client relationships, develop financial strategies, and discuss suitable products. You will engage clients through networking, manage portfolios, and align recommendations with risk tolerance.

The role includes FINRA licensing sponsorship and a structured training pathway, with mentorship and continuous professional growth recognized by credentials such as CFP, ChFC, and related designations.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• 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.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Communication skills

Networking

Relationship building

Entrepreneurial mindset

Education

Bachelor's degree or equivalent skills and work experience

Tools

Licensing knowledge

Job description

Equitable Advisors seeks a driven wealth professional to build client relationships, develop financial strategies, and discuss suitable products. You will engage clients through networking, manage portfolios, and align recommendations with risk tolerance.

The role includes FINRA licensing sponsorship and a structured training pathway, with mentorship and continuous professional growth recognized by credentials such as CFP, ChFC, and related designations.