Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor in Training: Licensing & Mentorship

Equitable Advisors LLC

A leading financial advisory firm in San Francisco is looking for passionate financial professionals to build client relationships and develop personalized financial strategies. You will be trained in a supportive environment and have the opportunity to earn stable pay, commissions, and bonuses. Strong communication skills and a bachelor's degree are required. Join a culture dedicated to social impact and community engagement, and enjoy flexible schedules for work-life balance. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Training: Licensing & Mentorship in San Francisco, CA vacancy
  •  ...degree or equivalent, possess necessary licenses (SIE, Series 7/66) and exhibit strong communication...  ...This role offers a structured path with training and support to become a successful...  ..., commissions, and access to comprehensive benefits. #J-18808-Ljbffr Equitable Advisors
    Training

    Equitable Advisors

    San Francisco, CA
    1 day ago
  •  ...San Francisco seeks dedicated individuals to become wealth managers. The role involves client engagement, financial...  ...and excellent communication skills. Equitable Advisors offers comprehensive training and mentorship for successful candidates, along with a structured pay... 
    Training

    Equitable Advisors

    San Francisco, CA
    3 days ago
  • $39k

     ...Francisco seeks a dedicated wealth manager to build client relationships...  ...'s degree and relevant licenses, demonstrate excellent...  ...The role offers structured training, mentorship, and potential stable pay of...  ...alongside commissions and bonuses. #J-18808-Ljbffr Equitable Advisors
    Training
    Traineeship

    Equitable Advisors

    San Francisco, CA
    2 days ago
  •  ...Francisco is seeking motivated individuals to join their team as wealth managers. The role involves building client relationships,...  ...must be authorized to work in the U.S. This position offers training, mentorship, and a structured path to career advancement, providing a... 
    Training
    Traineeship
    Flexible hours

    Equitable Advisors LLC

    San Francisco, CA
    3 days ago
  •  ...degree along with various FINRA licenses. Candidates will enjoy a structured training program, mentorship, and flexible work-life...  ...for those aiming to succeed in wealth management. Stable pay and commission...  ...further enhance career prospects. #J-18808-Ljbffr Equitable Advisors
    Training
    Flexible hours

    Equitable Advisors

    San Francisco, CA
    1 day ago
  • $120k - $150k

     ...are reimagining the way wealth is experienced. Our...  ...Associate Director, Wealth Advisor (ADWA) to join Cresset...  ...the guidance and mentorship of experienced Wealth...  ...required. ~ Series 65 license required; unlicensed...  ...does not imply any specific level of skill or training.
    Training
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area

    Cresset Capital

    San Francisco, CA
    3 days ago
  • $55k - $70k

     ...individuals to grow our team of Financial Professionals (Licensed Insurance Agents) . We offer award-winning training, access to mentors, & a workday that can be built...  ...Professional career including leadership, wealth management, & retirement planning What makes a great... 
    Training
    Work at office
    Remote work
    Flexible hours

    Bankers Life

    San Francisco, CA
    2 days ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) based in San Francisco, California, to help...  ...relationships. This role involves obtaining industry licenses and receiving world-class training and coaching. FSA I will start by acquiring essential... 
    Training

    Bank of America

    San Francisco, CA
    4 days ago
  • $75k - $90k

     ...Financial Advisor Opportunities San Francisco, CA,...  ...investment banking and wealth management firm is seeking...  ...growth through mentorship, advanced planning exposure...  ...support Advanced training and development State-...  ...in AUM FINRA Series 7 License Series 63 or 66 Series... 
    Training

    Valued Merchant Service

    San Francisco, CA
    13 hours ago
  • $70k - $120k

     ...Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be among the first 25 applicants...  ...within teams, including coaching and training new recruits Qualifications and Skills...  ..., Active Series 7, 66 (or 63 and 65) licenses Group 1 Insurance License This position... 
    Training
    Full time
    Work at office

    PowerToFly

    San Francisco, CA
    3 days ago
  • Job Title: Financial Services Advisor (Entry-Level to Experienced)...  ...solutions, and long-term wealth building. We are expanding...  ...motivated individuals — whether licensed or unlicensed — who are...  ...relationships Participate in training, mentorship, and development programs Utilize... 
    Training
    Full time
    Part time
    Remote work
    Flexible hours

    Atlasfinancialsolutions Co

    San Francisco, CA
    3 days ago
  •  ...insurance Opportunity for advancement Training & development Vision insurance...  ...nationally recognized for excellence in advisor development and leadership in...  ...difference. We provide the training, mentorship, and professional licensing support to help you confidently transition... 
    Training
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours

    Northwestern Mutual

    San Francisco, CA
    13 hours ago
  •  ...specified locations. Schwab’s Wealth Advisory team embodies our...  ...investing. As an Associate Wealth Advisor, you will be responsible for...  ...Advisor. You will receive mentorship by some of the industry’s top...  ...through coaching and ongoing training to prepare you for the next opportunity... 
    Training
    Work at office

    Charles Schwab

    San Francisco, CA
    4 days ago
  •  ...Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Menlo Park; San Francisco; Walnut...  ...Public Accountant) Certifications/Licenses: Certified Financial Planner (CFP...  ...required for client meetings, company training, etc. Work Schedule: Business hours... 
    Training
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    3 days ago
  •  ..., trustworthy and honest. Education and training Modern Woodmen’s education and training...  ...support you need. With hands‑on workshops, mentorship from seasoned professionals, and access...  ...already hold: an active life insurance license, FINRA securities registration (Securities... 
    Training
    Local area

    Modern Woodmen

    San Francisco, CA
    3 days ago
  • Bank of America in Mill Valley is hiring a Financial Solutions Advisor Stage I. This role involves obtaining essential securities licenses and receiving training to manage client relationships effectively. The successful candidate will advance to Financial Solutions Advisor... 
    Training

    Bank of America

    Mill Valley, CA
    1 day ago
  • $106k - $150k

     ...investments, insurance, and wealth planning, theFirst Citizens Wealthteam...  ...identified, Affluent Wealth Advisors work with a team of Wealth...  ...exposure. Complete required training by established deadlines....  ...Banking or Wealth Management. License or Certification Type: Valid... 
    Training
    Temporary work
    Local area

    First Citizens Bank

    San Francisco, CA
    5 days ago
  • $75k - $160k

     ...Job Description Private Wealth Management (PWM) Goldman Sachs Private...  ...reach. Our Private Wealth Advisors (PWAs) deliver an...  ...preferred Series 7, 63 and 3 licenses (if unlicensed at time of hire...  ...professionally and personally, from our training and development opportunities... 
    Training
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    San Francisco, CA
    13 hours ago
  •  ...Opportunity for advancement Training & development Vision insurance...  ...nationally recognized for excellence in advisor development and leadership in diversity...  .... We provide the training, mentorship, and professional licensing support to help you confidently transition... 
    Training
    Full time
    Internship
    Work at office
    Local area
    Work from home
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - San Francisco

    San Francisco, CA
    18 days ago
  • $37 - $40 per hour

     ...Licensed Vocational Nurse - Schools (Paid Training!) Job Description: Are you a licensed LVN with a passion for working with kids? Looking for a role with a great schedule, competitive pay, and opportunities for growth? Ro Health is hiring qualified nurses... 
    Training
    Weekly pay
    Daily paid
    Full time
    Monday to Friday
    Flexible hours

    Ro Health

    Daly City, CA
    3 days ago
  •  ...Bachelor's degree and necessary financial licenses. You will receive extensive training, development opportunities, and a structured path to becoming a wealth manager. The firm values diversity,...  ...through stable pay and potential commissions. #J-18808-Ljbffr Equitable Advisors
    Training

    Equitable Advisors

    San Francisco, CA
    1 day ago
  •  ...passionate individuals to join their team as wealth managers. In this role, you'll build...  ...strategies. The firm offers extensive training, mentorship, and competitive pay structures that...  ...impact and community engagement in California. #J-18808-Ljbffr Equitable Advisors
    Training

    Equitable Advisors

    San Francisco, CA
    1 day ago
  • $75k - $160k

     ...Private Wealth Management (PWM) Goldman Sachs Private Wealth...  ...global reach. Our Private Wealth Advisors (PWAs) deliver an...  ...preferred Series 7, 63 and 3 licenses (if unlicensed at time of hire...  ...professionally and personally, from our training and development opportunities... 
    Training
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group

    San Francisco, CA
    13 hours ago
  •  ...Citi Wealth - Lending Advisor - Vice President Working at Citi is far more than just a job. A career...  .... ~ Completion of a formal credit training program preferred ~ Bachelor's...  ...required (or equivalent experience) ~ Licenses: Series 7, 66 (or 63/65) preferred.... 
    Training

    Citigroup

    San Francisco, CA
    5 days ago
  •  ...Certificates of Insurance, and assist with billing workflows. The ideal candidate has an active U.S. insurance license and strong communication skills. Full training is provided for those without prior experience, making this an excellent opportunity for growth within the... 
    Remote job

    Simera

    San Francisco, CA
    3 days ago
  • $65k - $90k

     ...flexible schedule, full benefits, paid training, and more! Come Join the Growing Team! Sonic...  ...! Qualifications MUST have a valid CA license for at least 3+ years and a personal...  ...sales training, extensive support, and mentorship program. Company Paid Pregnancy/Bonding... 
    Training
    Local area
    Flexible hours

    Sonic (Internet and Phone)

    San Francisco, CA
    4 days ago
  • Critical Incident Responder, Licensed Mental Health Professional - CA (Arabic and Farsi) Contract Description R3 Continuum is searching...  ...independent consultant for R3C include: Comprehensive crisis response training Flexible schedule, work on a case-by-case basis Simple... 
    Training
    Contract work
    Flexible hours

    R3 Continuum LLC

    San Francisco, CA
    3 days ago
  •  ...Manufacturing Co is seeking a Financial Advisor to join their team in San Francisco. This...  ...Candidates who apply should have Series 7 & 66 licenses and experience in the financial services industry. Merrill offers comprehensive training and a supportive work culture focused on... 
    Training

    Dormont Manufacturing Company

    San Francisco, CA
    3 days ago
  •  ...offering tailored advice on investments, insurance, and retirement planning. As part of a supportive team, you will receive mentorship and training to succeed in financial services. The position is located in San Francisco and offers opportunities for performance-based... 
    Training
    Remote work

    Northwestern Mutual

    San Francisco, CA
    3 days ago
  •  ...looking for a dedicated Agent to assist clients in achieving financial well-being through education and support. This role offers training and coaching, with no prior financial experience required. Ideal candidates possess ambition and customer service skills. The position... 
    Training
    Remote work

    Melius Consulting

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor in Training: Licensing & Mentorship. Be the first to apply!