Wealth Advisor Trainee – FINRA Sponsorship & Mentorship

Equitable Advisors; San Francisco (CA); On-site; USD 35,100 - 42,900; Full time

Benefits offered by this job

Comprehensive benefits program including health, dental, and vision

401(k) and Employee Stock Purchase Plan

Ongoing training and leadership development opportunities

Job summary

A leading financial advisory firm in San Francisco seeks a dedicated wealth manager to build client relationships and provide tailored financial advice. Candidates must hold a bachelor's degree and relevant licenses, demonstrate excellent communication skills, and have a values-driven mindset. The role offers structured training, mentorship, and potential stable pay of $39,000 annually, alongside commissions and bonuses.

Qualifications

• Required to be authorized to work in the United States.
• Must have strong collaboration skills and a desire to learn.
• Excellent communication skills with strong self-confidence.

Responsibilities

• Build and nurture client relationships through various engagement strategies.
• Develop personalized financial strategies based on client objectives.
• Discuss and provide consultation on financial products tailored to clients.

Skills

Excellent interpersonal and communication abilities

Values-driven mindset

Entrepreneurial spirit

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health license

SIE

Series 7

Series 66

Job description

A leading financial advisory firm in San Francisco seeks a dedicated wealth manager to build client relationships and provide tailored financial advice. Candidates must hold a bachelor's degree and relevant licenses, demonstrate excellent communication skills, and have a values-driven mindset. The role offers structured training, mentorship, and potential stable pay of $39,000 annually, alongside commissions and bonuses.