Wealth Management Associate - CA, San Diego (2267)

Equitable Advisors

San Diego (CA)

On-site

USD 33,000 - 40,000

Full time

14 days+

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Benefits offered by this job

Stable pay for up to 24 months

Comprehensive benefits programs

Sign-on payment

Job summary

A leading financial services firm in San Diego is seeking a Wealth Management Associate to engage clients and develop personalized financial strategies. The role requires a Bachelor's degree and a collaborative mindset. You'll nurture relationships, conduct consultations, and enjoy a structured path to becoming a financial professional with benefits including stable pay and commissions. This position emphasizes social impact and community engagement while offering mentorship and training opportunities.

Qualifications

Excellent interpersonal and communication abilities with strong self-confidence.
Must be authorized to work in the United States.

Responsibilities

Build and nurture client relationships through networking events.
Understand clients' financial objectives to devise personalized strategies.
Discuss financial products and services tailored to clients.

Skills

Communication Skills

Values-driven mindset

Entrepreneurial spirit

Collaboration

Education

Bachelor's degree or equivalent skills

Job description

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Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensuring consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: 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 & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: Values-driven with a track record of success and accomplishment
Communication Skills: Excellent interpersonal and communication abilities with strong self-confidence
Mindset: Entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: Ability to work with and learn from top performers
Work Authorization: Must be authorized to work in the United States

Training & Development

FINRA Sponsorship: Provided for required FINRA licensing
Preliminary Employment Period (PEP): Comprehensive 120‑day hands‑on training
Virtual University: Access to Equitable Advisors' Virtual University for continuous learning
Mentorship: Opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: Access to Leadership Development School for those with management ambition
Professional Growth: Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored required FINRA licenses and registrations
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40‑hour workweek with $36,200 annually
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs such as "1,000 Hours of Giving Back," sponsored by our Women’s Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline, ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors is an equal opportunity employer. M/F/D/V.

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