Wealth Management Associate - CA, San Francisco (5186)
Equitable AdvisorsSan Francisco, California, United States
Posted December 7, 2025
Full Time
About the Company
Equitable Advisors is committed to making a positive impact in the lives of its clients and employees.
Job Description
Wealth Management Associate role at Equitable Advisors, responsible for building client relationships, developing financial strategies, and providing product and service consultation. Flexible schedule and comprehensive training provided.
Requirements
- Client Engagement
- Financial Strategy Development
- Product and Service Consultation
Benefits
- Flexible schedule
- Comprehensive training
- FINRA Sponsorship
- Preliminary Employment Period (PEP)
- Virtual University
- Mentorship
- Personalized Coaching
- Leadership Development
- Professional Growth
- Comprehensive benefits programs
- Employee Stock Purchase Plan (ESPP)
- Disability
- Life Insurance
- Transportation Reimbursement Incentive Program (TRIP)