Wealth Management Associate - CA, San Francisco (5186)

Equitable Advisors; San Francisco (CA); Presencial; USD 100.000 - 160.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Stable Pay

Commissions and Bonus

Benefits Eligibility

ESPP

Descripción de la vacante

Equitable Advisors seeks a driven financial professional to engage clients, develop personalized strategies, and discuss tailored financial products. The role emphasizes licensing through FINRA and ongoing development, with an in-office requirement and collaborative culture.

You will work with top performers to build relationships, manage portfolios, and guide clients toward their financial goals within a structured training path.

Formación

• Bachelor's degree or equivalent skills and work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66 required/advantageous.
• Strong communication and interpersonal abilities with self-confidence.
• Entrepreneurial spirit with desire to positively impact clients.
• Ability to collaborate with top performers and learn continuously.

Responsabilidades

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' needs.
• Work in-office with a structured path to wealth management through licensing and employment.

Conocimientos

Communication Skills

Mindset

Collaboration

Work Authorization

Values-driven

Educación

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Descripción del empleo

Primary Location

Organization

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, ensure 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
• 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 $40,900 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 like "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, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)