Wealth Management Associate — Training, Licensing & Growth

Equitable Advisors; San Francisco (CA); On-site; USD 41,000 - 65,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training (120 days)

Virtual University

Mentorship

Leadership Development

CFP/ChFC path

Sign-On Bonus eligibility

Stable Pay program

Commissions and Bonus

Benefits package

Job summary

Equitable Advisors is dedicated to helping clients achieve financial wellness through licensing and mentorship. This in-office role emphasizes client engagement, strategic planning, and tailored product guidance to meet individual objectives.

You will build strong client relationships, manage portfolios, and collaborate with top performers while pursuing professional designations and certifications. The program includes FINRA sponsorship and a comprehensive training path with a structured ramp.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, SIE, Series 7, Series 66.
• Values-driven with track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Collaboration

Entrepreneurial mindset

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is dedicated to helping clients achieve financial wellness through licensing and mentorship. This in-office role emphasizes client engagement, strategic planning, and tailored product guidance to meet individual objectives.

You will build strong client relationships, manage portfolios, and collaborate with top performers while pursuing professional designations and certifications. The program includes FINRA sponsorship and a comprehensive training path with a structured ramp.