Wealth Management Associate: Licensing + Career Growth

Equitable Advisors; San Diego (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

FINRA sponsorship

PEP training

Virtual University

Mentorship

Personalized coaching

Leadership development

Professional growth

Sign-on payment eligibility

Stable pay (40-hour week)

Job summary

Equitable Advisors is dedicated to helping clients achieve meaningful financial wellness through a structured path to becoming a wealth manager. The role focuses on client engagement, portfolio management, and devising personalized financial strategies.

In-office presence is required, with licensing sponsorship and robust training. Candidates will access FINRA sponsorship, a comprehensive 120-day PEP, and ongoing development via Virtual University and mentorship.

Qualifications

• Excellent interpersonal and communication abilities with strong self-confidence.
• Values-driven with a track record of success and accomplishment.
• Entrepreneurial mindset with a desire to positively impact others' lives.

Responsibilities

• 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

Communication Skills

Interpersonal skills

Entrepreneurial mindset

Willingness to learn

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors is dedicated to helping clients achieve meaningful financial wellness through a structured path to becoming a wealth manager. The role focuses on client engagement, portfolio management, and devising personalized financial strategies.

In-office presence is required, with licensing sponsorship and robust training. Candidates will access FINRA sponsorship, a comprehensive 120-day PEP, and ongoing development via Virtual University and mentorship.