Wealth Advisor Trainee: Licensing, Mentorship & Growth

Equitable Advisors; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Leadership Development School

Professional Growth opportunities

Commissions & bonus

Stable biweekly pay during training

Job summary

Equitable Advisors is seeking a wealth-management professional to build client relationships, develop personalized financial strategies, and present tailored product recommendations. The role includes a structured licensing path (Life & Health, SIE, Series 7, Series 66) with training and mentorship.

In-office position with a focus on client service, collaboration with top performers, and a path toward becoming a licensed financial professional.

Qualifications

• Education: Bachelor's degree or equivalent experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success.
• Communication: excellent interpersonal and communication abilities.
• Mindset: entrepreneurial spirit with a desire to impact others.
• Collaboration: ability to work with top performers.
• Work authorization: must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Understand clients' objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required; role emphasizes in-person engagement.
• Maintain balance between productivity and personal time through flexible scheduling.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is seeking a wealth-management professional to build client relationships, develop personalized financial strategies, and present tailored product recommendations. The role includes a structured licensing path (Life & Health, SIE, Series 7, Series 66) with training and mentorship.

In-office position with a focus on client service, collaboration with top performers, and a path toward becoming a licensed financial professional.