Entry Level - Wealth Manager (Santa Rosa)

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple : to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

• Client Engagement : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingF
• Financial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidanceP
• Product and Service Consultation : Discuss financial products and services tailored to clients' unique situations
• Location : In-office presence required
• Work-Life Balance : Flexible schedule to maximize productivity and personal time

Skills & Experience

Training & Development

Compensation & Benefits

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like 1,000 Hours of Giving Back, sponsored by our Womens Network, and Equitable Excellence, which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M / F / D / V. GE-7814315.1(4 / 25)(Exp.4 / 29)