Wealth Advisor: Licensed, Mentored Growth Path

Equitable Advisors; San Diego (CA); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership development

CFP/ChFC path

Sign-on bonus/eligibility

Stable biweekly pay

Commissions and bonus

Benefits package

Job summary

Equitable Advisors seeks a Financial Services Professional in San Diego, CA, to engage clients, build lasting relationships, and manage portfolios. You will craft personalized financial strategies, discuss product options, and coordinate with a network of professionals to support client goals.

The role requires an in-office presence, licensing; training is provided through FINRA sponsorship, with a 120-day hands-on program and mentorship to grow toward wealth-management responsibilities.

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.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with a drive to impact others.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop financial strategies aligned with client objectives and risk tolerance.
• Consult on financial products and services tailored to client needs.
• In-office presence required.

Skills

Client engagement

Financial strategy

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks a Financial Services Professional in San Diego, CA, to engage clients, build lasting relationships, and manage portfolios. You will craft personalized financial strategies, discuss product options, and coordinate with a network of professionals to support client goals.

The role requires an in-office presence, licensing; training is provided through FINRA sponsorship, with a 120-day hands-on program and mentorship to grow toward wealth-management responsibilities.