Wealth Management Associate - CA, San Francisco (4052)

Company: Equitable Advisors
Location: San Francisco
Posted on: November 17, 2024

Job Description:

OrganizationWe'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:
  • Analyze financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives
  • Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis
  • Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform)Qualifications
    • A four-year college degree is preferred but not required
    • You will be required to obtain state Life and Health licenses and pass the FINRA SIE before joining. Then you will be required to obtain FINRA Series 7 and 66 registrations on your own time but 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
    • Applicants must be authorized to work in the United StatesAdvantages of working with us
      • Paid TrainingDuring your first week of Preliminary Employment Period onboarding and learning our products and digital platforms, your pay will range from $620-$718.
      • Compensation you control after your first weekAfter your first week of employment, you will no longer receive fixed pay. Rather, as an outside salesperson, your compensation will be paid solely by commission on the sale of various financial products and calculated in accordance with the Company's commission schedule. In previous years, commission has ranged from $0-$125K during the first calendar year.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").
        • Firm sponsorship to obtain the licensing required for hire
        • Personalized, ongoing, and comprehensive training and support in all areas important to building your business
        • Specializations available in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to focus on employee and executive benefits and other specialized areas
        • Work jointly with senior joint-work partners and be coached by top performers
        • Advancement and management opportunities
        • Work-life balance and access to a full suite of remote-work technology solutionsTo 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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Keywords: Equitable Advisors, Santa Clara , Wealth Management Associate - CA, San Francisco (4052), Executive , San Francisco, California