Wealth Advisor Trainee

Equitable Advisors; San Francisco (CA); On-site; USD 41,000 - 55,000; Full time

Benefits offered by this job

FINRA Sponsorship

Stable pay during initial period

Commissions and Bonus

Health, dental and vision benefits

401(k) plan

Job summary

Equitable Advisors is seeking energetic professionals to build client relationships and manage portfolios from an in-office location in the San Francisco area. The role focuses on understanding client objectives and delivering tailored financial strategies with guidance on products and services.

You will progress through FINRA licensing, with structured mentorship and ongoing professional development, including CFP, ChFC, and internal coaching opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.

Responsibilities

• 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.

Skills

SIE license

Series 7

Series 66

Life/Health license

Communication skills

Interpersonal skills

Entrepreneurial mindset

Self-confidence

Collaboration

Work authorization

Education

Bachelor's degree or equivalent experience

Job description

Equitable Advisors is seeking energetic professionals to build client relationships and manage portfolios from an in-office location in the San Francisco area. The role focuses on understanding client objectives and delivering tailored financial strategies with guidance on products and services.

You will progress through FINRA licensing, with structured mentorship and ongoing professional development, including CFP, ChFC, and internal coaching opportunities.