Wealth Advisor — Licensing & Training Provided

Equitable Advisors; San Francisco (CA); In loco; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

FINRA sponsorship

PEP training

Virtual University

Mentorship

Leadership development

CFP/ChFC prep

Descrizione del lavoro

Equitable Advisors in San Francisco, CA is offering a client-focused wealth management role designed to train licensed professionals. You will build client relationships, develop financial strategies, and advise on a range of products and services.

This position requires in-office presence, strong communication, and a passion for helping clients achieve their financial goals. Training includes FINRA licensing, mentorship, and access to ongoing professional development.

Competenze

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with a desire to positively impact others.

Mansioni

• 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 required to engage with clients and team.
• Maintain work-life balance with a flexible schedule to maximize productivity.

Conoscenze

Communication skills

Work authorization USA

Entrepreneurial mindset

Collaboration

Formazione

Bachelor's degree or equivalent

Strumenti

FINRA licensing process

Descrizione del lavoro

Equitable Advisors in San Francisco, CA is offering a client-focused wealth management role designed to train licensed professionals. You will build client relationships, develop financial strategies, and advise on a range of products and services.

This position requires in-office presence, strong communication, and a passion for helping clients achieve their financial goals. Training includes FINRA licensing, mentorship, and access to ongoing professional development.