Financial advisor Jobs in San Francisco, CA

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits : demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

• We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment
• Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit
• Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually
• Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

Training and support

Our entry level training curriculum is designed to empower you with the skills and tools needed for success : client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Requirements

Applicants must be authorized to work in the United States

A four-year college degree

We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding

We will sponsor your pursuit of FINRA Series 7 and 66 registrations (to be completed on your own timebut no later than within 240 days of joining)

Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence

Ability to draw upon past / present experiences and acquaintances to develop markets and sustain long-term relationships

Job Type : Full-time

Pay : $36,000.00 - $125,000.00 per year

Benefits :

401(k)

401(k) matching

Dental insurance

Financial planning services

Flexible schedule

Health insurance

Health savings account

Life insurance

Matching gift program

Retirement plan

Tuition reimbursement

Vision insurance

Compensation Package :

Bonus opportunities

Commission pay

Education :

Bachelor's (Required)

Work Location : Hybrid remote in San Francisco, CA 94111 & Walnut Creek, CA 94596