Wealth Management Associate: Licenses, Mentorship & Growth

equitable; San Diego (CA); On-site; USD 39,000 - 50,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training Program

Mentorship & Coaching

Leadership Development

Job summary

Equitable Advisors is seeking professionals to build and nurture client relationships, develop personalized financial strategies, and discuss tailored products. The role emphasizes licensing pathways with FINRA sponsorship and a strong mentorship culture.

The position is in-office, based in the United States, requiring work authorization. A values-driven, entrepreneurial mindset and collaboration with top performers are essential for success and growth, including ongoing professional

Qualifications

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

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' unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

Licensing: Life & Health

Licensing: SIE

Licensing: Series 7

Licensing: Series 66

Job description

Equitable Advisors is seeking professionals to build and nurture client relationships, develop personalized financial strategies, and discuss tailored products. The role emphasizes licensing pathways with FINRA sponsorship and a strong mentorship culture.

The position is in-office, based in the United States, requiring work authorization. A values-driven, entrepreneurial mindset and collaboration with top performers are essential for success and growth, including ongoing professional