Wealth Management Associate — Training & Licensing Path

Equitable Advisors; San Francisco (CA); On-site; USD 41,000 - 54,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development

Sign-On payment eligibility

Commission & Bonus

Benefits eligibility

Job summary

Equitable Advisors in San Francisco is seeking energetic individuals to launch a wealth management career. You will build client relationships, craft financial strategies, and present tailored product recommendations while pursuing required FINRA licenses.

The program features FINRA sponsorship, a 120-day hands-on training period, access to Virtual University, mentorship, and leadership development with stable pay plus commissions.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7 and Series 66 licensing.
• Values-driven with a track record of success and collaboration.
• Excellent interpersonal and communication abilities with self-confidence.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' situations.

Skills

Licensing

Communication skills

Client engagement

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in San Francisco is seeking energetic individuals to launch a wealth management career. You will build client relationships, craft financial strategies, and present tailored product recommendations while pursuing required FINRA licenses.

The program features FINRA sponsorship, a 120-day hands-on training period, access to Virtual University, mentorship, and leadership development with stable pay plus commissions.