Wealth Planning Advisor — Start Your Financial Career

Equitable Advisors; San Diego (CA); On-site; USD 32,580 - 39,820; Full time

Benefits offered by this job

Comprehensive benefits programs

Stable pay for the first 24 months

Leadership development opportunities

Job summary

A financial advisory firm in California seeks individuals passionate about impacting lives through financial wellness. The role involves client engagement, developing personalized financial strategies, and providing financial product consultation. Candidates should hold a Bachelor's degree and relevant FINRA licenses. Emphasis is placed on strong communication skills and a collaborative mindset. Opportunities for professional development are provided, including training, mentorship, and the potential for commissions and bonuses, making this a fulfilling career for aspiring wealth managers.

Qualifications

• Bachelor's degree or equivalent education/experience.
• State Life & Health, SIE, Series 7, Series 66P licenses required.
• Values-driven with a track record of success.

Responsibilities

• Build and maintain client relationships through networking.
• Develop financial strategies tailored to clients' needs.
• Consult on financial products and services.

Skills

Interpersonal skills

Communication skills

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent skills

Tools

FINRA Licensing

Job description

A financial advisory firm in California seeks individuals passionate about impacting lives through financial wellness. The role involves client engagement, developing personalized financial strategies, and providing financial product consultation. Candidates should hold a Bachelor's degree and relevant FINRA licenses. Emphasis is placed on strong communication skills and a collaborative mindset. Opportunities for professional development are provided, including training, mentorship, and the potential for commissions and bonuses, making this a fulfilling career for aspiring wealth managers.