Wealth Management Associate - Retirement Benefits Group - CA, San Francisco (4052)

Equitable Advisors; San Francisco (CA); On-site; USD 21,600 - 26,400; Part time

Benefits offered by this job

Comprehensive benefits including health, dental, and vision

401(k) and Employee Stock Purchase Plan

Flexible schedule

Mentorship opportunities

Job summary

A leading financial services organization is seeking a Wealth Management Associate in the Retirement Benefits Group in San Francisco, CA. The role emphasizes client engagement, education on diverse financial products, and implementation of appropriate services. A Bachelor's degree or equivalent experience is required, along with necessary licensing like Series 7 and Series 66. Join a dynamic team providing impactful retirement solutions. Comprehensive training and flexible scheduling offered.

Qualifications

• Must possess a Bachelor's degree or equivalent work experience.
• Licensed or ability to obtain necessary FINRA licenses.
• Strong communication skills and a mindset to help others.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data and maintain confidentiality.

Skills

Client Engagement

Communication Skills

Collaboration

Entrepreneurial spirit

Values-driven

Education

Bachelor's degree or equivalent work experience

Tools

State Life & Health

SIE

Series 7

Series 66

Job description

Wealth Management Associate - Retirement Benefits Group - CA, San Francisco (4052)

Join Equitable Advisors as a Wealth Management Associate in our Retirement Benefits Group (RBG), supporting professionals in education, healthcare, and government to achieve retirement security.

Role Highlights

• Client Engagement: Cultivate and expand your network within established markets.
• Products and Services Consultation: Educate clients on our diverse financial products and services, tailoring solutions to meet their unique needs.
• Client Service and Implementation: Analyze and organize client data, maintain confidentiality, and implement appropriate products and services.
• Work-Life Balance: Flexible schedule to maximize productivity and personal time.
• Location: Working outside the office in local schools and municipalities.

Skills & Experience

• Education: Bachelor"s degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes: Values-driven with a track record of success.
• Communication Skills: Excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: Entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: Ability to work with and learn from top performers.
• Work Authorization: Must be authorized to work in the United States.

Training & Development

• FINRA Sponsorship: Provided for required FINRA licensing.
• Preliminary Employment Period (PEP): Comprehensive 120‑day hands‑on training.
• Virtual University: Access to Equitable Advisors’ Virtual University for continuous learning.
• Mentorship: Opportunities for joint work and mentorship.
• Personalized Coaching: Guidance from a local Vice President throughout your journey.
• Leadership Development: Access to Leadership Development School for those with management ambition.
• Professional Growth: Encouragement to pursue designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Equitable Advisors’ Credentialed Holistic Financial Coach program.

Compensation & Benefits

• Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of required FINRA licenses and registrations.
• Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Annual salary of $24,000.
• Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus.
• Benefits Eligibility: Comprehensive benefits including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), subject to terms and conditions.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups, and support initiatives like “1,000 Hours of Giving Back” and “Equitable Excellence,” which awards 200 college scholarships annually.

Primary Location

United States-CA-San Francisco

Organization

Equitable Advisors

Seniority Level

Entry level

Employment Type

Part‑time

Job Function

Finance and Sales

Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)