Wealth Management Associate - CA, San Diego (4060)

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.

Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.

Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

About the role

In-office presence required.

Flexible schedule to maximize productivity and personal time.

Skills & Experience

• Educational background: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.

Personal Attributes

• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.

Collaboration

• Able to work with and learn from top performers.

Training & Development

• FINRA Sponsorship: Provided for required FINRA licensing.
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training.
• Virtual University: Access to Equitable Advisors' Virtual University for continuous learning.
• Mentorship: Opportunities for joint work and mentorship.
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed.
• Leadership Development: Access to Leadership Development School for those with management ambition.
• Professional Growth: Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.

Compensation & Benefits

• Sign-On Payment: Eligibility for $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
• Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management.
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.

Benefits

• Health, dental and vision insurance.
• 401(k).
• Employee Stock Purchase Plan (ESPP).
• Disability.
• Life Insurance.
• Transportation Reimbursement Incentive Program (TRIP).

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually.