Wealth Management Associate - CA, San Francisco (4052) (220000BD)
: UNITED STATES-CA-San Francisco
: Equitable Advisors
We’re on a mission to help people build fulfilling futures. Our commitment to helping people pursue what’s possible has never been stronger. Together, we guide clients forward with courage, strength and wisdom and support them in making the choices that help them lead a fulfilled life with our Financial Professionals as the cornerstone of our success.
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative strategies and commitments to our clients.
As a Financial Professional, you can achieve:
Impact: the work you do not only helps clients make smarter decisions in their financial lives, it helps them focus on the people and the passions in their lives that matter most to them.
Independence: We value ambition. You control your own career. In fact, we work hard to create a culture where you move forward as fast as you’d like, not as fast as you’re told.
Income: You have the ability to accelerate your earning potential. The potential to grow your income or responsibilities is based on one factor: you.
Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:
What it takes to be an Equitable Advisors’ Financial Professional
With a wide range of successful Financial Professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and further growing our inclusive work environment.
Advantages of working with us
As a Financial Professional with Equitable Advisors, we offer a competitive compensation package that allows you to be in the driver seat. Our platform allows you the opportunity to have a larger-scale impact on your earning potential. We believe in celebrating the successes and contributions that our Financial Professionals make to our company and our communities and acknowledged by numerous reward and recognition programs.
Upon successful completion of the Preliminary Employment Period, you will be eligible to become a 20th Edition Financial Professional and you can choose to be paid one of two ways: Base Salary of $24,000 per year plus reduced commission and performance bonus opportunities or Full Commission plus bonus. Commissions are calculated in accordance with the Company’s commission schedules and will vary depending on the financial product sold.
After your first 90 days as a Preliminary Employment Program (“PEP”) Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense. Thereafter, upon successful completion of your first 240 days, you may be eligible to become a 20th Edition Financial Professional and, in that role, will be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems.
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE- 5613650.1(4/23)(Exp.4/25)
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