Wealth Advisor Trainee - Licensing & Growth Path

Equitable Advisors; San Diego, Northern (CA, KY); Hybrid; USD 65,000 - 105,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Mentorship

Leadership Development

Job summary

Equitable Advisors in San Diego, CA, seeks a Financial Services Professional to build client relationships, assess financial objectives, and design personalized wealth strategies. In-office presence is required, with a focus on long-term client engagement and portfolio management.

You will work through licensing pathways (Life & Health, SIE, Series 7 and 66), participate in 120-day training, and access virtual university, mentorship, and leadership development.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset 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' unique situations.
• Location: In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Licensing: FINRA

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in San Diego, CA, seeks a Financial Services Professional to build client relationships, assess financial objectives, and design personalized wealth strategies. In-office presence is required, with a focus on long-term client engagement and portfolio management.

You will work through licensing pathways (Life & Health, SIE, Series 7 and 66), participate in 120-day training, and access virtual university, mentorship, and leadership development.