Wealth Management Associate

Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms.

You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence.

Serve your clients

Integrated technology and support help you manage your practice efficiently, improving your clients’ experience—and your own.

Scale your practice

We provide local and national support, technology, and a collaborative culture to help you take your wealth management practice to the next level.

Choose your own path

We give you flexibility and control over how you structure and brand your practice, and benefit from the business you’ve developed.

RESPONSIBILITIES

What does it take to succeed as an Equitable Advisors’ financial professional?

Our team of financial professionals, strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service.

You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. You will be developing strategic and trusted long-term client relationships. In addition, you will have the opportunity to help make a positive impact on individuals’ and businesses’ futures by offering financial services and products that address their evolving financial needs throughout their life times. These needs may include life insurance, investments, retirement and estate planning as well as executive benefits, business succession plans and employee benefits for your business clients.

Our dedicated management and support teams will provide the guidance, tools and techniques for ongoing customer acquisition, personal growth and greater income potential. You will engage state of the art technology and internal systems and processes to service your clients.

At Equitable Advisors, training is a process not an event whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint-work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.

QUALIFICATIONS

What does it take to join Equitable Advisors as a financial professional?

Equitable Advisors’ financial professionals may come from a variety of backgrounds but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence.

Many of our qualified candidates are active in their local community, charitable or professional organizations, and have an established network of professional and personal contacts. Equitable Advisors’ financial professionals have the ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships.

A four-year college degree is preferred and relevant professional securities designations or licenses are a plus. If you do not have the following, you will be required to attain them, under the sponsorship of Equitable Advisors: state life and health licenses, NASD Series 7 and 66.

Equitable Advisors provides a total support system to help you succeed in today’s competitive marketplace. It takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves.

Please visit us at: http://www.northerncaliforniahawaii.equitableadvisors.com/

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Job Type: Full-time

Pay: From $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Tuition reimbursement
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay

Work setting:

• Hybrid work
• Office

Ability to commute/relocate:

• Walnut Creek, CA 94596: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Do you now or will you in the future require sponsorship for employment in the US?

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 1 year (Preferred)

Work Location: Hybrid remote in Walnut Creek, CA 94596

Salary : $65,000