Wealth Advisor in Training – In-Office Role

Equitable Advisors; San Diego (CA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day training

Virtual University

Mentorship

CFP path

Stable biweekly pay

Commissions and bonus

Benefits package

Job summary

Equitable Advisors in the United States seeks a Financial Services Professional in California, San Diego to engage clients, develop tailored financial strategies, and discuss suitable products. The role emphasizes building relationships, delivering guidance, and maintaining strong communication to support clients' goals.

You will receive FINRA sponsorship for required licensing, participate in a comprehensive 120-day training and access Virtual University, mentorship, and coaching to advance

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to impact others' lives.
• Ability to collaborate with top performers.
• Authorized to work in the United States.

Responsibilities

• Client engagement: build and nurture client relationships through networking and portfolio management.
• Financial strategy development: assess client objectives and risk tolerance to craft personalized plans.
• Product and service consultation: discuss tailored financial products and services.
• Location: in-office presence required.
• Work-life balance: flexible schedule to maximize productivity and personal time.

Skills

Communication skills

Interpersonal skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors in the United States seeks a Financial Services Professional in California, San Diego to engage clients, develop tailored financial strategies, and discuss suitable products. The role emphasizes building relationships, delivering guidance, and maintaining strong communication to support clients' goals.

You will receive FINRA sponsorship for required licensing, participate in a comprehensive 120-day training and access Virtual University, mentorship, and coaching to advance