Talent.com
Entry Level - Wealth Manager
Entry Level - Wealth ManagerEquitable Advisors • Hayward, CA, United States
Entry Level - Wealth Manager

Entry Level - Wealth Manager

Equitable Advisors • Hayward, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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 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
  • Location : In-office presence required
  • Work-Life Balance : Flexible schedule to maximize productivity and personal time

Skills & Experience

  • Education : Bachelor's degree or equivalent skills and work experience
  • Licensing : State Life & Health, SIE, Series 7, Series 66P
  • Personal Attributes : values-driven with a track record of success and accomplishment
  • Communication Skills : excellent interpersonal and communication abilities with strong self-confidence
  • Mindset : entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration : ability to work with and learn from top performers
  • Work Authorization : must be authorized to work in the United States
  • Training & Development

  • FINRA Sponsorship : provided for required FINRA licensing
  • Preliminary Employment Period (PEP) : comprehensive 120-day hands-on training
  • Virtual University : access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship : opportunities for joint work and mentorshipP
  • Personalized Coaching : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development : access to Leadership Development School for those with management ambition
  • Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program C
  • Compensation & Benefits

  • Sign-On Payment Eligibility : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
  • Stable Pay : After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $39,000 annually.
  • Commissions and Bonus : In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits Eligibility : E ligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
  • 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 Women’s 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)

    [job_alerts.create_a_job]

    Entry Level Manager • Hayward, CA, United States

    [internal_linking.similar_jobs]
    Entry Level Sales

    Entry Level Sales

    Stephanie Lua Farmers Insurance Agency • Fremont, CA, US
    [job_card.full_time]
    Are you looking to grow? So are we!.Stephanie Lua Farmers Insurance Agency in FREMONT, California, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a.In...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level Financial Growth Associate

    Entry Level Financial Growth Associate

    Phx Legacy Inc • Concord, CA, US
    [job_card.full_time]
    Our mission is simple : empower individuals and families to build a secure financial future and have fun doing it.We value collaboration, mentorship, and a people first approach.If youre passionate ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist

    Travel Occupational Therapist

    Skyline Med Staff Allied • Concord, CA, US
    [job_card.full_time]
    Skyline Med Staff Allied is seeking a travel Occupational Therapist for a travel job in Concord, California.Job Description & Requirements. Join the Top- Rated Travel Healthcare Team!.Skyline Me...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist

    Travel Occupational Therapist

    Go Healthcare • Concord, CA, US
    [job_card.full_time]
    Go Healthcare is seeking a travel Occupational Therapist for a travel job in Concord, California.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (subj...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate, Asset Acquisition, GondolaBio

    Associate, Asset Acquisition, GondolaBio

    GondolaBio Service Co, Inc. • Palo Alto, CA, US
    [job_card.full_time]
    GondolaBio is a clinical-stage biopharmaceutical company focused on developing next-generation therapeutics for genetic diseases. Originally launched as BridgeBioX, a subsidiary of BridgeBio, Gondol...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level - Wealth Manager

    Entry Level - Wealth Manager

    Equitable Advisors • Hayward, CA, US
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, ​Equitable​ Advisors serves 2.Our mission is simple : to make a difference in the lives of others.If you are pa...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level Real Estate Agent - Coldwell Banker

    Entry Level Real Estate Agent - Coldwell Banker

    Coldwell Banker • Concord, CA, US
    [job_card.full_time]
    Searching for Real Estate Agents in Concord, California – New or Experienced!.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Concord, Cal...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level Real Estate Sales Agent

    Entry Level Real Estate Sales Agent

    KW Palo Alto • Palo Alto, CA, US
    [job_card.full_time] +1
    Are you a newly licensed real estate agent—or in the process of becoming one—and looking to start strong in your new career? We’re hiring motivated individuals to join our high-pe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level Sales - 100% Commission | San Jose, CA (TSG-ENT-2010)

    Entry Level Sales - 100% Commission | San Jose, CA (TSG-ENT-2010)

    Strickland Group LLC • San Jose, CA, US
    [job_card.full_time]
    The Strickland Group, powered by one of the largest insurance organizations in the country, is a family-driven agency built on vision, integrity, and growth. Our mission is simple — to serve p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Trainer - Castro Valley, CA

    Personal Trainer - Castro Valley, CA

    Svetness Personal Training • Castro Valley, CA, US
    [job_card.full_time]
    Are you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver personal...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level Real Estate Sales

    Entry Level Real Estate Sales

    Rainbow Properties • Sunnyvale, CA, US
    [job_card.full_time]
    We are looking for a state-licensed real estate professional who is ready to learn to build a successful career with the backing of a top-performing luxury team in the South Bay.This opportunity of...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level Tax Preparer

    Entry Level Tax Preparer

    Jackson Hewitt - HSF • Martinez, CA, US
    [job_card.full_time] +1
    Seeking a job that fits around your life? Look no further! We provide.Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!.You will also have...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Housing Navigator

    Housing Navigator

    Independent Living Systems • Concord, CA, US
    [job_card.full_time]
    We are seeking a Housing Navigator to join our team at Independent Living Systems (ILS).ILS, along with its affiliated health plans known as Florida Community Care and Florida Complete Care, is com...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Sales Team Member - Entry Level / Experienced

    Remote Sales Team Member - Entry Level / Experienced

    Wood Agency Life • Lafayette, CA, US
    [filters.remote]
    [job_card.full_time]
    Start Your Sales Career with Purpose.Looking to launch a meaningful career where you can grow professionally.Entry-Level or Experienced Life Insurance Sales Agents. We provide full training, licensi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Development Representative (Entry-Level)

    Sales Development Representative (Entry-Level)

    Pacific Office Automation • Santa Clara, CA, US
    [job_card.full_time]
    Sales Development Representative (Entry-Level).San Jose, CA| Full-Time | Onsite | W-2 Employee.Ignite Your Sales Career with the Nation’s Leading Tech Dealer. Launch your career in tech sales ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Wealth Architect

    Associate Wealth Architect

    Wealth Architects • Mountain View, CA, US
    [job_card.full_time]
    The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with wealth management and financial planning. This position is responsible for providing support to an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level Sales Leader - 100% Commission | San Jose, CA (ELS-67467)

    Entry Level Sales Leader - 100% Commission | San Jose, CA (ELS-67467)

    Lifepro Recruitement • San Jose, CA, US
    [job_card.full_time]
    Overview : LifePro Recruitment, is expanding nationwide and looking for motivated individuals to join our growing team of remote sales professionals. Whether you’re new to sales or already lice...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Entry-level Transportation Engineer / Planner (Spring / Summer 2026)

    Entry-level Transportation Engineer / Planner (Spring / Summer 2026)

    Fehr & Peers • Walnut Creek, CA, US
    [job_card.full_time]
    If you are interested in multiple locations please only apply once, your preference will be discussed during the screening process. At Fehr & Peers, we are a diverse group of individuals with on...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]