Wealth Management Associate — Mentorship & Licensing Path

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

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.