Wealth Manager Trainee | Licensing & Mentorship

Equitable Advisors; San Francisco (CA); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-Day Training

Virtual University

Mentorship

Leadership Development

CFP/ChFC support

Sign-On Bonus

Stable Pay

Benefits Eligibility

Job summary

Equitable Advisors in the United States is seeking candidates for a Wealth Manager role focused on building client relationships and delivering personalized financial strategies. The position requires in-office presence in San Francisco, CA and licensing steps to support FINRA registrations.

You will work with top performers, engage clients through networking and portfolio management, and pursue professional designations such as CFP or ChFC while benefiting from structured training and the

Qualifications

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

Responsibilities

• Client engagement through networking events and portfolio management.
• Develop financial strategies based on objectives and risk tolerance.
• Consult financial products and services tailored to clients' situations.

Skills

Relationship Building

Client Engagement

Networking

Portfolio Management

Education

Bachelor's degree or equivalent

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors in the United States is seeking candidates for a Wealth Manager role focused on building client relationships and delivering personalized financial strategies. The position requires in-office presence in San Francisco, CA and licensing steps to support FINRA registrations.

You will work with top performers, engage clients through networking and portfolio management, and pursue professional designations such as CFP or ChFC while benefiting from structured training and the