Wealth Management Associate: Licensing & Growth Path

equitable; San Francisco (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Sign-on payment eligibility

Stable biweekly pay

Commissions & bonuses

Benefits package

Job summary

Equitable Advisors is seeking a financially driven professional to engage clients, develop strategy, and consult on products and services in an in-office setting. You will build relationships, manage portfolios, and drive financial outcomes.

The role emphasizes licensing development, FINRA sponsorship during training, and a path to becoming a wealth manager through structured programs and mentorship.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing requirements include State Life & Health, SIE, Series 7 and Series 66.
• Valued professional designations include CFP and ChFC where applicable.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies by understanding clients' objectives and risk tolerance.
• Consult on tailored financial products and services.

Skills

Communication Skills

Collaboration

Entrepreneurial Mindset

Work Ethic

Education

Bachelor's degree or equivalent experience

State Life & Health licensing

SIE

Series 7

Series 66

CFP designation (optional)

ChFC designation (optional)

Job description

Equitable Advisors is seeking a financially driven professional to engage clients, develop strategy, and consult on products and services in an in-office setting. You will build relationships, manage portfolios, and drive financial outcomes.

The role emphasizes licensing development, FINRA sponsorship during training, and a path to becoming a wealth manager through structured programs and mentorship.