Wealth Management Associate - CA, San Diego (3425)

Equitable Advisors; San Diego (CA); On-site; USD 36,000 - 45,000; Full time

Benefits offered by this job

Comprehensive benefits program

Sign-on payment eligibility

Access to virtual training and mentorship

Job summary

A financial services firm is looking for a Wealth Management Associate in San Diego, CA. The role focuses on building client relationships, developing personalized financial strategies, and providing consultations on financial products. Candidates should have a Bachelor's degree and strong communication skills. The firm offers comprehensive training, mentorship, and competitive compensation including stable pay and bonuses. This is an opportunity to work in a supportive culture dedicated to making a positive impact.

Qualifications

• Strong self-confidence and communication skills are essential.
• Must be authorized to work in the United States.
• Demonstrated ability to positively impact others’ lives.

Responsibilities

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

Skills

Excellent interpersonal and communication abilities

Values-driven with a track record of success

Entrepreneurial spirit

Ability to work collaboratively

Education

Bachelor's degree or equivalent experience

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 guidance from a local Vice President.
• Personalized Coaching: Benefit from the training and guidance of a local Vice President.
• Leadership Development: Access to Leadership Development School for those with management ambition.
• Professional Growth: Encouragement to pursue professional designations such as CFP®, 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, eligible for 20th Edition financial professional stable pay for the first 24 months, based on a structured 40‑hour workweek with $36,200 annually.
• Commissions and Bonus: Eligible to earn commissions and bonuses in addition to stable pay.
• Benefits Eligibility: Comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan, disability, life insurance, and Transportation Reimbursement Incentive Program, each subject to the terms and conditions of the applicable program.

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 like “1,000 Hours of Giving Back” and “Equitable Excellence,” which award 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Primary Location: USA–CA–San Diego

Organization: Equitable Advisors

Seniority level: Entry level | Employment type: Full‑time | Job function: Finance and Sales

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