Wealth Management Associate - CA, San Francisco (5107)
Equitable AdvisorsSan Francisco, California, United States
Posted October 18, 2025
Full Time
About the Company
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.
Job Description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness.
Requirements
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66
- Excellent interpersonal and communication abilities with strong self-confidence
Benefits
- Flexible schedule to maximize productivity and personal time
- FINRA Sponsorship for required FINRA licensing
- Comprehensive 120-day hands-on training
- Access to Equitable Advisors' Virtual University for continuous learning
- Mentorship opportunities
- Personalized coaching
- Leadership Development School for those with management ambition
- Professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
- Comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)