Wealth Advisor | Licensed Financial Professional

Equitable Advisors; San Diego (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day training period

Virtual University access

Mentorship

Professional growth opportunities

Biweekly stable pay during early years

Job summary

Equitable Advisors in San Diego, CA is seeking a Financial Professional to build client relationships, develop tailored financial strategies, and provide guidance on products and services. In-office presence is required.

The role offers FINRA sponsorship, a comprehensive 120-day training period, and ongoing mentorship. After completing the training, biweekly stable pay applies with earning potential from commissions and bonuses.

Qualifications

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

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.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in San Diego, CA is seeking a Financial Professional to build client relationships, develop tailored financial strategies, and provide guidance on products and services. In-office presence is required.

The role offers FINRA sponsorship, a comprehensive 120-day training period, and ongoing mentorship. After completing the training, biweekly stable pay applies with earning potential from commissions and bonuses.