Wealth Manager: Licensing + Mentorship + Career Growth

Equitable Advisors; San Francisco (CA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development

Professional designations support

Sign-On eligibility

Stable pay (biweekly) for first 24 mo

Commissions and Bonus

Benefits: health, dental, vision, 401k

Job summary

Equitable Advisors is expanding its team in the United States to help clients achieve financial wellness. The role focuses on client engagement, portfolio management, and delivering personalized financial strategies in alignment with risk tolerance and goals.

We provide FINRA sponsorship for required licenses, a comprehensive 120-day training program, and ongoing development via Virtual University and mentorship.

Qualifications

• Bachelor's degree or equivalent required.
• Licensing: State Life & Health, SIE, Series 7, Series 66P (FINRA licensing) required.
• Excellent interpersonal and communication abilities with a track record of success.
• Values-driven mindset with an entrepreneurial spirit and desire to impact clients positively.
• Willingness to work in the United States and obtain necessary work authorization.

Responsibilities

• Engage and nurture client relationships through networking events and portfolio management.
• Develop financial strategies aligned with client objectives and risk tolerance; provide clear recommendations.
• Consult on financial products and services tailored to clients’ situations.
• In-office presence required and supportive of a structured training path.

Skills

Client engagement

Financial strategy

Product consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

FINRA Licensing

Job description

Equitable Advisors is expanding its team in the United States to help clients achieve financial wellness. The role focuses on client engagement, portfolio management, and delivering personalized financial strategies in alignment with risk tolerance and goals.

We provide FINRA sponsorship for required licenses, a comprehensive 120-day training program, and ongoing development via Virtual University and mentorship.