Wealth Management Associate | FINRA Licensing & Growth Path

Equitable Advisors; San Francisco (CA); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Stable Pay

Commissions and Bonus

Benefits Eligibility

ESPP

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication Skills

Mindset

Collaboration

Work Authorization

Values-driven

Education

Bachelor's degree or equivalent skills and work experience

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

Job description

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.