Wealth Management Consultant

1 week ago

San Francisco, California, United States Equitable Advisors LLC Full time

Overview
At Equitable Advisors, LLC, we're dedicated to helping our clients achieve financial well-being through customized strategies and exceptional customer service. As a Wealth Management Associate, you'll play a key role in building long-term relationships with clients and delivering trust, guidance, and technology to meet their evolving financial needs.

Salary & Benefits
Our entry-level Financial Professionals start out in our Preliminary Employment Program (PEP), with the opportunity to earn 100 percent of commissions generated during PEP. Upon successful completion, you'll be eligible for medical insurance, 401(k) Plan with company match, Employee Stock Purchase Plan, and other comprehensive benefits. The average earnings of a new Financial Professional in 2021 was $62,000, with top-quartile performers earning up to $135,000.

Job Description
As a Wealth Management Associate, your primary responsibilities will include developing markets and sustaining long-term relationships, possessing excellent interpersonal skills, and communicating effectively with clients. You'll also have the opportunity to participate in local and national development programs, as well as joint-work opportunities for hands-on experience.

Required Skills & Qualifications
To succeed in this role, you'll need to be results-driven, highly motivated, and possess integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures. A four-year college degree is preferred but not required. We'll help you navigate obtaining the required state licenses and sponsor your pursuit of FINRA Series 7 and 66 registrations.

Becoming a Leader
Upon successful completion of PEP, you'll be eligible to become a 20th Edition Financial Professional and take on leadership roles within the company. Our Leadership Development School provides opportunities for advancement into management positions. With a focus on diversity, equity, and inclusion, we strive to create an inclusive work environment that fosters growth and development for all employees.

About Us
At Equitable Advisors, LLC, our mission is to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. With a passion for social impact and community engagement, we encourage our employees to participate in activities such as employee resource groups and volunteer programs.

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