Wealth Advisor: Licensed Path to CFP & Growth

Equitable Advisors; San Francisco (CA); On-site; USD 60,000 - 110,000; Full time

Job summary

Equitable Advisors is dedicated to helping clients achieve financial wellness and success through licensed guidance and a structured path to wealth management. The role emphasizes building relationships, tailoring strategies, and presenting suitable products to diverse clients.

The position requires a Bachelor's degree or equivalent, multiple licenses (Series 7/66, SIE, Life/Health), and a team-focused, entrepreneurial mindset.

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 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.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.

Skills

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Licensing: Series 7

Licensing: Series 66

Licensing: SIE

Licensing: State Life & Health

Education

Bachelor's degree or equivalent skills and work experience

Tools

SIE

Series 7

Series 66

State Life & Health

Job description

Equitable Advisors is dedicated to helping clients achieve financial wellness and success through licensed guidance and a structured path to wealth management. The role emphasizes building relationships, tailoring strategies, and presenting suitable products to diverse clients.

The position requires a Bachelor's degree or equivalent, multiple licenses (Series 7/66, SIE, Life/Health), and a team-focused, entrepreneurial mindset.