Wealth Advisor Trainee — Start Your Financial Career

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

Benefits offered by this job

Flexible schedule

Comprehensive benefits programs

FINRA Sponsorship

Sign-On Payment eligibility

Job summary

Equitable Advisors in Walnut Creek, California, is looking for dedicated financial professionals to build client relationships and devise tailored financial strategies. Candidates must have a Bachelor's degree and be authorized to work in the U.S.

You'll benefit from extensive training, FINRA licensing sponsorship, and opportunities for professional growth, including participation in mentorship programs and access to leadership development resources.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.
• Excellent interpersonal and communication abilities.

Responsibilities

• Build and nurture client relationships through networking events.
• Devise personalized financial strategies.
• Discuss tailored financial products and services.

Skills

Communication Skills

Entrepreneurial Spirit

Client Engagement

Financial Strategy Development

Education

Bachelor's degree or equivalent skills and work experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

Equitable Advisors in Walnut Creek, California, is looking for dedicated financial professionals to build client relationships and devise tailored financial strategies. Candidates must have a Bachelor's degree and be authorized to work in the U.S.

You'll benefit from extensive training, FINRA licensing sponsorship, and opportunities for professional growth, including participation in mentorship programs and access to leadership development resources.