Wealth Management Associate — Training & Licensing

Equitable Advisors; San Francisco (CA); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Sign-On Payment Eligibility

Stable Pay during PEP

Commissions and Bonus

Benefits Eligibility (health, dental,

Job summary

Equitable Advisors seeks professionals to join its in-office team in San Francisco, focusing on client engagement, financial strategy development, and tailored product consultations. The role emphasizes relationship-building, portfolio management, and ongoing licensing through FINRA sponsorship.

You will participate in PEP training, access Virtual University, and receive mentorship from leadership as you pursue CFP, ChFC, and other credentials.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licenses.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Authorized to work in the United States.
• Values-driven with a track record of success and accomplishment.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.
• In-office presence required; collaborate with top performers.

Skills

Interpersonal communication

Self-confidence

Entrepreneurial mindset

Collaboration

Client engagement

Education

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licenses

Job description

Equitable Advisors seeks professionals to join its in-office team in San Francisco, focusing on client engagement, financial strategy development, and tailored product consultations. The role emphasizes relationship-building, portfolio management, and ongoing licensing through FINRA sponsorship.

You will participate in PEP training, access Virtual University, and receive mentorship from leadership as you pursue CFP, ChFC, and other credentials.