Wealth Management Associate - CA, San Jose (5163)

Equitable Advisors; San Francisco (CA); On-site; USD 35,100 - 42,900; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) plan

Employee Stock Purchase Plan

Stable pay and commissions

Comprehensive training and mentorship

Job summary

A financial services company in San Francisco is seeking a Wealth Management Associate to support clients in achieving financial wellness. Responsibilities include building client relationships, creating financial strategies, and recommending tailored products. Candidates should hold a Bachelor's degree and possess State Life & Health, SIE, Series 7, and Series 66 licenses. This entry-level, full-time position offers stable pay and commissions, with comprehensive training and professional growth opportunities in a diverse and community-focused environment.

Qualifications

• Must be authorized to work in the United States.
• Strong communication skills are essential.
• A mindset focused on positively impacting others' lives is important.

Responsibilities

• Build and nurture client relationships.
• Devise personalized financial strategies.
• Discuss financial products tailored to clients.

Skills

excellent interpersonal communication

entrepreneurial spirit

ability to work collaboratively

values-driven with a success track record

Education

Bachelor's degree or equivalent experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

Wealth Management Associate - CA, San Jose (5163)

Join to apply for the Wealth Management Associate - CA, San Jose (5163) role at Equitable Advisors

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.

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 $39,000 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.

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.

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. Equal‑Opportunity Employer (M/F/D/V).

Primary Location: UNITED STATES-CA-San Francisco

Organization: Equitable Advisors

Seniority Level: Entry level

Employment Type: Full‑time

Job Function: Finance and Sales