Financial Services Professional - CA, San Francisco Bay Area (5261)

EQH•San Francisco, CA

2d•$40,900•Onsite

About The Position

Equitable Advisors is seeking driven individuals to join their team as Financial Services Professionals. This role involves building and nurturing client relationships, developing personalized financial strategies, and consulting on financial products and services. The position requires an in-office presence and offers a flexible schedule to balance productivity and personal time. Equitable Advisors is committed to making a positive impact on clients' lives and fostering a culture of social impact and community engagement.

Requirements

Bachelor's degree or equivalent skills and work experience.
State Life & Health, SIE, Series 7, Series 66 licensing (FINRA Sponsorship provided for required licensing).
Must be authorized to work in the United States.
Excellent interpersonal and communication abilities with strong self-confidence.
Values-driven with a track record of success and accomplishment.
Entrepreneurial spirit with a desire to positively impact others' lives.
Ability to work with and learn from top performers.

Nice To Haves

Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.
Access to Leadership Development School for those with management ambition.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Ensure consistent communication and progress tracking with clients.
Understand clients' financial objectives and risk tolerance to devise personalized strategies.
Offer clear recommendations and guidance to clients.
Discuss financial products and services tailored to clients' unique situations.

Benefits

Comprehensive 120-day hands-on training (Preliminary Employment Period - PEP).
Access to Equitable Advisors' Virtual University for continuous learning.
Opportunities for joint work and mentorship.
Personalized coaching from a local Vice President.
$250-$1,000 Sign-On Payment Eligibility after signing the PEP agreement.
Biweekly stable pay for up to 24 months ($40,900 annually) after PEP completion.
Eligibility to earn commissions and bonus.
Health, dental, and vision insurance.
401(k).
Employee Stock Purchase Plan (ESPP).
Disability insurance.
Life insurance.
Transportation Reimbursement Incentive Program (TRIP).
Wellness programs.
Employee resource groups.