Wealth Advisor Trainee – Licensed Path to CFP

Equitable Advisors; San Francisco, Northern (CA, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Stable pay during training

Commissions and bonus

Benefits package

401(k) + ESPP

TRIP transportation incentive

Job summary

Equitable Advisors is seeking a dedicated wealth professional to engage clients, develop financial strategies, and tailor investment products through an in-office role in San Francisco. You will build relationships, manage portfolios, and guide clients toward achieving their financial goals with ongoing mentorship and licensing support.

The role offers comprehensive training, FINRA licensing sponsorship, and potential for commissions and bonuses as you progress through a structured career path

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with a drive to impact others.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss and tailor financial products and services for clients.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

FINRA Sponsorship

Job description

Equitable Advisors is seeking a dedicated wealth professional to engage clients, develop financial strategies, and tailor investment products through an in-office role in San Francisco. You will build relationships, manage portfolios, and guide clients toward achieving their financial goals with ongoing mentorship and licensing support.

The role offers comprehensive training, FINRA licensing sponsorship, and potential for commissions and bonuses as you progress through a structured career path