Wealth Management Associate - Retirement Group - CA, San Francisco

Wealth Management Associate - Retirement Benefits Group - CA, San Francisco (4082)

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Join Equitable Advisors: A Pathway to Possibilities and Positive Impact.

Are you ready to make a real difference in people’s lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, especially for those who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government, ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work‑life balance and champion limitless income potential!

• Client Engagement:
  Cultivate and expand your network within established markets.
• Products and Services Consultation:
  Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
• Client Service and Implementation:
  Analyze and organize client data, ensure confidentiality, and prepare and implement appropriate products and services.
• Work‑Life Balance:
  Flexible schedule to maximize productivity and personal time.
• Location:
  
  Working outside the office in local schools and municipalities.

• Education:
  
  Bachelor’s degree or equivalent skills and work experience.
• Licensing:
  State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes:
  Values‑driven with a track record of success and accomplishment.
• Communication
  
  Skills:
  
  Excellent interpersonal and communication abilities with strong self‑confidence.
• Mindset:
  Entrepreneurial spirit with a desire to positively impact others’ lives.
• Collaboration:
  
  Ability to work with and learn from top performers.
• Work Authorization:
  Must be authorized to work in the United States.

• FINRA Sponsorship:
  Provided for required FINRA licensing.
• Preliminary Employment Period (PEP):
  Comprehensive 120‑day hands‑on training.
• Virtual University:
  Access to Equitable Advisors’ Virtual University for continuous learning.
• Mentorship:
  Opportunities for joint work and mentorship.
• Personalized
  
  Coaching:
  
  Benefit from the training and guidance of a local Vice President who will assist you throughout your journey.
• Leadership Development:
  Access to Leadership Development School for those with management ambition.
• Professional Growth:
  Encouragement to pursue professional designations such as CFP®, ChFC, and Equitable Advisors’ own Credentialed Holistic Financial Coach program.

• Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored required FINRA licenses and registrations.
• Base Salary:
  After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary of $24,000 as a 20th Edition RBG financial professional.
• Commissions and Bonus:
  In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonuses.
• Benefits Eligibility:
  Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k);
  Employee Stock Purchase Plan (ESPP); disability; life insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the applicable program terms and conditions.

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. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back" sponsored by our Women’s Network, and "Equitable Excellence," which awards 200 college scholarships annually.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline.

UNITED STATES-CA-San Francisco

Equitable Advisors

Entry level

Part‑time

Finance and Sales

Equitable Advisors, LLC, member FINRA, SIPC, Equitable Financial Advisors in MI & TN and affiliated agencies. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE‑7814452.1 (4/25) (Exp. 4/29).