Wealth Advisor in Training

Equitable Advisors

San Diego (CA)

On-site

USD 60,000 - 90,000

Full time

2 days ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

FINRA Sponsorship

Mentorship

Virtual University access

Comprehensive benefits

Job summary

Equitable Advisors is seeking a wealth management professional for an in-office role in San Diego, CA. You will build and nurture client relationships, develop tailored financial strategies, and consult on products and services to meet clients' goals.

The role includes FINRA sponsorship and ongoing training through our Virtual University and mentorship programs. Ideal candidates hold a Bachelor's degree, need required FINRA licenses, and possess an entrepreneurial mindset with strong

Qualifications

Bachelor's degree or equivalent skills and work experience.
State Life & Health, SIE, Series 7, Series 66 licenses.
Values-driven with a track record of success.
Excellent interpersonal and communication abilities with strong self-confidence.
Entrepreneurial mindset with a desire to positively impact others.
Authorized to work in the United States.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Understand clients' financial objectives and risk tolerance to devise personalized strategies.
Discuss financial products and services tailored to clients' unique situations.
In-office presence is required.
Maintain a work schedule that balances productivity and personal time.