Wealth Advisor Trainee – Licensing & Mentorship Path

Equitable Advisors; San Diego (CA); On-site; USD 39,000 - 60,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training (120 days)

Virtual University

Mentorship

Leadership development

CFP/ChFC designation support

Sign-On payment eligibility

Stable pay during the first 24 months

Commissions and bonus

Benefits programs (health, dental, 401

Job summary

Equitable Advisors is seeking motivated individuals to become wealth managers through licensing and mentorship. In-office role in San Diego, CA, with a focus on building client relationships, understanding financial objectives, and delivering personalized investment strategies.

Candidates will receive FINRA sponsorship, a comprehensive 120-day hands-on training (PEP), access to Virtual University, mentorship, and opportunities for CFP/ChFC designations along with a stable pay plan and potential

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Entrepreneurial mindset

Relationship building

Education

Bachelor's degree or equivalent skills and work experience

State Life & Health license

SIE license

Series 7 license

Series 66 license

Job description

Equitable Advisors is seeking motivated individuals to become wealth managers through licensing and mentorship. In-office role in San Diego, CA, with a focus on building client relationships, understanding financial objectives, and delivering personalized investment strategies.

Candidates will receive FINRA sponsorship, a comprehensive 120-day hands-on training (PEP), access to Virtual University, mentorship, and opportunities for CFP/ChFC designations along with a stable pay plan and potential