Wealth Management Associate - CA, San Francisco (2266)
Equitable AdvisorsSan Francisco, California, United States
Posted December 9, 2025
Full Time
About the Company
Equitable Advisors is committed to making a difference in the lives of its people and their communities.
Job Description
Wealth Management Associate role at Equitable Advisors, dedicated to making a positive impact in clients' lives. Build client relationships, develop financial strategies, and work in a flexible schedule. Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Requirements
- 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
Benefits
- Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement
- Stable Pay: Biweekly stable pay for up to 24 months as a financial professional
- Commissions and Bonus: Eligible to earn commissions and bonus
- Benefits Eligibility: Comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life Insurance, and Transportation Reimbursement Incentive Program (TRIP)