Wealth Management Associate - CA, San Francisco (5107)

EQH•San Francisco, CA

22h•Onsite

About The Position

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement \: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development \: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation \: Discuss financial products and services tailored to clients' unique situations Location \: In-office presence required Work-Life Balance \: Flexible schedule to maximize productivity and personal time

Requirements

Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66
values-driven with a track record of success and accomplishment
excellent interpersonal and communication abilities with strong self-confidence
entrepreneurial spirit with a desire to positively impact others' lives
ability to work with and learn from top performers
must be authorized to work in the United States

Nice To Haves

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Consultant (ChFC)
Equitable Advisors’ own Credentialed Holistic Financial Coach program

Responsibilities

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