Wealth Management Associate, Retirement Benefits Team
equitable advisorsMillbrae, CA
Wealth Management Associate, Retirement Benefits Team
L4
equitable advisorsMillbrae, CA2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdvicePension FundsTrust, Fiduciary, and Custody ActivitiesEquitable Advisors is seeking a Wealth Management Associate in the Retirement Benefits Group for the San Francisco area. You will engage with clients, educate them on financial products, and implement tailored solutions for professionals in education, healthcare, and government sectors.
The role includes:
FINRA sponsorship, a 120-day training period, and ongoing mentorship, with a path to licensed status and a base salary after the training, plus commissions and benefits.
Apply now (opens in a new tab)
Level
MidL4
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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