Financial Professional - CA, San Francisco (5233)
Equitable AdvisorsSan Francisco, California, United States
Posted February 23, 2026
39000 - 39000 USD
Full Time
About the Company
Equitable Advisors is committed to making a difference in the lives of its people and their communities.
Job Description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. The company offers a structured path to becoming a wealth manager through licensing and employment.
Requirements
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Benefits
- Flexible schedule to maximize productivity and personal time
- Comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)