Wealth Management Associate - Retirement Benefits Group - CA, San Francisco (3742)
Company: Equitable Advisors
Location: San Francisco
Posted on: October 18, 2024
Job Description:
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
PeopleOur 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 through 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 SupportOur 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.QualificationsRequirements
- Applicants must be authorized to work in the United
States.
- A four-year college degree is preferred but not required.
- 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 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.Compensation
and BenefitsEntry level Financial Professionals start out in our
Preliminary Employment Program ("PEP"), the first week of which is
a 40 hour week of paid training. During this first week, you will
be paid the hourly minimum wage for your location which will range
from $546-762.40 for the week. During PEP you will also have the
opportunity to earn 100 percent of the commissions generated by you
during PEP in accordance with the Company's commission schedules
which vary depending on the financial product sold. The duration of
PEP is a maximum of 240 days to meet the program requirements.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.Upon
successful completion of PEP, you will be eligible to become a 20th
Edition Financial Professional and, in that role, you can choose to
be compensated in one of two ways: You can decide to receive full
commission plus bonus (30% bonus as a % of eligible paid first-year
commissions) or an annual base salary of $24,000 with reduced
commission. Commissions in both scenarios are calculated in
accordance with the Company's commission schedules and vary
depending on the financial product sold. The average earnings of a
new Financial Professional in 2021 in their first full year
following the Preliminary Employment Program was $62,000 and for
those in the top quartile among first-year Financial Professionals
it was $135,000.Upon successful completion of PEP, you will be
eligible to become a 20th Edition Financial Professional. As a 20th
Edition Financial Professional, you would also 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").Equitable
Advisors' strategy begins with the needs, goals, and aspirations of
those we serve. We strive to deliver amazing customer experience
while building long-term relationships that emphasize trust,
guidance, and technology to deliver customized financial strategies
to our clients.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. GE-5823023.1(7/23)(Exp.7/25)
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Keywords: Equitable Advisors, Dublin , Wealth Management Associate - Retirement Benefits Group - CA, San Francisco (3742), Executive , San Francisco, California
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