Wealth Advisor Trainee - FINRA Licensed Path

Equitable Advisors; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP/ChFC support

Sign-On Bonus

Stable Pay

Benefits eligibility

Job summary

Equitable Advisors seeks to hire professionals for an in-office wealth management career track across the United States. You will engage clients, develop financial strategies, and offer tailored product guidance to help clients reach their goals.

Training includes FINRA licensing sponsorship, a 120-day PEP program, and ongoing mentorship. Biweekly stable pay is provided during the early period, with opportunities for commissions and benefits eligibility.

Qualifications

• Bachelor’s degree or equivalent skills and work experience required.
• Licenses: State Life & Health, SIE, Series 7, Series 66 required or pursued.
• 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.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence is required to collaborate with the team.

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work Authorization

Education

Bachelor’s degree or equivalent skills and work experience

Licenses: Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors seeks to hire professionals for an in-office wealth management career track across the United States. You will engage clients, develop financial strategies, and offer tailored product guidance to help clients reach their goals.

Training includes FINRA licensing sponsorship, a 120-day PEP program, and ongoing mentorship. Biweekly stable pay is provided during the early period, with opportunities for commissions and benefits eligibility.