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Wealth Management Associate

1 month ago

San Francisco, California, United States Equitable Services Full time
Join Our Team as a Wealth Management Associate

We are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in providing financial products and services to our clients, including teachers, school administrators, and municipality employees.

Key Responsibilities:

  • Provide financial education and guidance to clients
  • Develop and implement financial plans tailored to individual client needs
  • Build and maintain strong relationships with clients and colleagues
  • Stay up-to-date on industry trends and regulatory changes

Requirements:

  • Four-year college degree (preferred but not required)
  • Obtain state Life and Health licenses and pass the FINRA SIE
  • Results-driven, highly motivated, and self-starter with integrity and a strong work ethic
  • Excellent interpersonal skills and communication abilities
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

What We Offer:

  • Paid training and comprehensive support
  • Competitive compensation package with opportunities for advancement
  • Benefits, including medical insurance, 401(k) Plan, and Employee Stock Purchase Plan
  • Firm sponsorship to obtain necessary licenses and certifications

About Us:

Equitable Advisors is a leading firm in the financial services and insurance industry, committed to helping people build fulfilling futures. We offer a dynamic and inclusive work environment, with opportunities for growth and development.