Wealth Advisor Trainee - Licensing & Growth

equitable; San Diego (CA); On-site; USD 39,000 - 52,000; Full time

Benefits offered by this job

FINRA Sponsorship

Comprehensive training

Mentorship program

Health, dental & vision benefits

401(k); ESPP

Job summary

Equitable Advisors in San Diego is seeking motivated financial professionals to build lasting client relationships and tailor wealth strategies. The role includes licensing sponsorship, rigorous training, and hands-on mentorship to develop a successful financial career.

You will work in-office with access to FINRA licensing pathways, virtual university, and leadership development. The company emphasizes a values-driven culture, professional growth, and a structured path to becoming a wealth

Qualifications

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

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.
• Location: In-office presence required.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.

Skills

Licensing

Communication Skills

Mindset

Collaboration

Work Authorization

Client Engagement

Networking

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in San Diego is seeking motivated financial professionals to build lasting client relationships and tailor wealth strategies. The role includes licensing sponsorship, rigorous training, and hands-on mentorship to develop a successful financial career.

You will work in-office with access to FINRA licensing pathways, virtual university, and leadership development. The company emphasizes a values-driven culture, professional growth, and a structured path to becoming a wealth