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

Wealth Advisor in Training

Equitable Advisors LLC

Equitable Advisors is seeking a wealth management professional for an in-office role in San Diego, CA. You will build and nurture client relationships, develop tailored financial strategies, and consult on products and services to meet clients' goals.

The role includes FINRA sponsorship and ongoing training through our Virtual University and mentorship programs. Ideal candidates hold a Bachelor's degree, need required FINRA licenses, and possess an entrepreneurial mindset with strong

#J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Training in San Diego, CA vacancy
  • $125k - $175k

     ...life, while enabling them to preserve their wealth for future generations, and provide for...  ..., experienced, and client-focused Wealth Advisor to join our growing team. This position...  ...Dependent Care FSA Commuter & Transit FSA Training Reimbursement Paid Professional Designations... 
    Training
    Permanent employment
    Full time
    Temporary work
    Work at office
    Flexible hours

    Corient

    San Diego, CA
    4 days ago
  • $1,000 per month

     ...proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State...  ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... 
    Training
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    La Jolla, CA
    3 days ago
  • $100k - $150k

     ...: Salary Your Future Team Crest Capital Advisors, a member of the Hightower community, based...  ...Capital has flipped the traditional wealth management model on its head by putting...  ...does not imply a certain level of skill or training. Securities are offered through... 
    Training
    Permanent employment
    Local area
    Monday to Friday

    Hightower Advisors

    San Diego, CA
    1 day ago
  •  ...are partnering with an established and growing wealth management firm in La Jolla, CA, seeking an experienced Financial Advisor to join its team.The firm offers an...  ...La Jolla Village.Advanced technology, ongoing training, and professional development.Collaborative,... 
    Training
    Full time
    Work at office

    Elanden Advisors

    La Jolla, CA
    4 days ago
  • $70.3k

     ...Financial Advisor PositionBase salary of $70,304/annually plus monthly commissions based...  ...starting to save to those with significant wealth with an emphasis on elite member service...  ...financial goals.Work with branch employees to train and coach them on investment related... 
    Training
    Work at office
    Monday to Friday

    San Diego County Credit Union

    San Diego, CA
    3 days ago
  • Equitable Advisors is dedicated to making a positive impact in the lives of its clients....  ...offers a structured path to becoming a wealth manager through licensing and employment...  ...mentorshipPersonalized CoachingBenefit from the training and guidance of a local Vice President... 
    Training
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    San Diego, CA
    4 days ago
  • CAREER DESCRIPTIONAt WestPac Wealth Partners, we seek driven individuals who are ready...  ...REQUIREMENTSWhen searching for future advisors, we look for a variety of skillsets that...  ...WE PROVIDEIndustry-Leading, Proprietary Training and Education SystemsProprietary Planning... 
    Training
    Work at office

    WestPac Wealth Partners

    San Diego, CA
    2 days ago
  • $61k - $119k

     ...Join to apply for the Financial Advisor role at Northwestern Mutual 4 days ago Be among the...  ...obtaining licenses. Our award-winning training programs equip you with the education, skill...  ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory... 
    Training
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Group

    San Diego, CA
    1 day ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients...  ...on client‑building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, and... 
    Training
    Work at office

    Unavailable

    San Diego, CA
    4 days ago
  • $150k - $200k

     ...top offices in the nation, and we are expanding! We are growing and looking to add Advisors to the firm! Our Financial Advising opportunity with Northwestern provides all of the training, mentoring, start up costs associated with starting a business. The role of... 
    Training
    Full time
    Work at office
    Remote work
    Relocation
    Relocation package
    Monday to Friday
    Flexible hours

    Northwestern Mutual

    San Diego, CA
    a month ago
  • $75k - $150k

     ...Posted 2 days ago We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve...  ..., and relationship building. Participate in ongoing training, mentorship, and leadership development. Maintain the highest... 
    Training
    Local area

    National Life Group

    San Diego, CA
    1 day ago
  • $80k - $120k

     ...Position Title: Financial Advisor Salary Range: $80,000–$120,000 / Year BASE This...  ...with individuals and families on meaningful wealth decisions. The ideal candidate is a...  ...following an initial in-office onboarding and training period ~ Health insurance ~401(k)... 
    Training
    Full time
    Work at office
    Flexible hours

    Boutique Recruiting

    San Diego, CA
    2 days ago
  • $51k - $320k

     ...behind you. We believe the strongest advisor-client relationships are built on trust,...  ...relationships while having access to the training, mentorship, technology, marketing resources...  ...-term strategies across areas such as wealth management, retirement planning, life insurance... 
    Training
    Local area
    Flexible hours

    GoldBook Financial LLC

    San Diego, CA
    13 hours ago
  • $61k - $119k

     ...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you...  ...focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and... 
    Training
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    San Diego, CA
    2 days ago
  •  ...their long-term goals by shaping tomorrow’s wealth with wisdom and innovation. Career...  ...in San Diego. As a Sagient financial advisor, you'll assist clients in identifying and...  ...customizable CRM software Customized training and mentorship program with established advisors... 
    Training

    Sagient

    San Diego, CA
    2 days ago
  •  ...self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen’s education and training programs start the first day and continue throughout your career. Whether you have an... 
    Training
    Local area

    LinkedIn

    San Diego, CA
    13 hours ago
  • $100k

     ...Merrill Wealth Management Financial AdvisorMerrill Wealth Management is a leading provider...  ...advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates...  ...for a clientCompleting mandated training, assessments, performance goals and continuing... 
    Training
    Interim role
    Work at office
    Local area
    Shift work
    Day shift

    Bank of America

    San Diego, CA
    13 hours ago
  • $63k - $105k

     ...opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in San Diego, CA....  ...vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art... 
    Training
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    San Diego, CA
    1 day ago
  •  ...health, their income, and their loved ones. As a Bilingual Client Advisor, you will listen to each family, explain their options in...  ...and guide them to the right decision. No experience needed. We train you from day one. Responsibilities Contact families who requested... 
    Training
    Remote job
    Work at office
    Work from home
    Flexible hours

    HirePath Network

    Chula Vista, CA
    3 days ago
  • HirePath Network is hiring a Bilingual Client Advisor to support Spanish-speaking families across the United States. The role is mostly...  ...San Diego office. No experience is required, as comprehensive training is provided from day one. You will contact families by phone and... 
    Training
    Work at office
    Remote work

    HirePath Network

    Chula Vista, CA
    3 days ago
  • Position Overview AO Globe Life is hiring a Virtual Client Protection Advisor to work remotely with individuals and families reviewing...  ...insurance conversation. You will receive warm leads, structured training, daily coaching, and mentorship so you can focus on building... 
    Training
    Hourly pay
    For contractors
    Local area
    Remote work
    Work from home

    AO Globe Life

    Chula Vista, CA
    1 day ago
  • $113k - $148k

     ...serve as a strategic thought partner and advisor-facing technical planning resource. You will...  ...plans, tax-aware planning, estate and wealth transfer planning, charitable strategies,...  ...technical themes to inform future education, training, knowledge management, and scalable... 
    Training
    Work at office
    Home office

    Cetera Financial Group, Inc.

    San Diego, CA
    3 days ago
  • $22 - $23.5 per hour

     ...grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen,...  ...goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and... 
    Training

    Unavailable

    San Diego, CA
    4 days ago
  •  ...We are seeking a licensed Financial Advisor who enjoys connecting with people, understanding their insurance needs, and providing clear...  ...behalf. Business support: Onboarding, mentorship, product training, case design, application processing, CRM, and administrative assistance... 
    Training

    Falcon PG

    San Diego, CA
    13 hours ago
  • $50k - $70k

     ...package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13... 
    Training
    Full time

    The Western and Southern Life Insurance Company

    San Diego, CA
    2 days ago
  •  ...opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life,...  ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over... 
    Training

    Thrivent

    San Diego, CA
    more than 2 months ago
  • $96k - $120k

     ...mentality with the ability to embrace change and a commitment to the high performing team management model. ~ Experience mentoring, training, or leading analysts, including delegating work, giving constructive feedback, and coaching others through difficult conversations... 
    Training
    Full time
    Work experience placement
    Flexible hours
    Shift work

    World Wide Technology

    San Diego, CA
    13 hours ago
  •  ...experience. Responsibilities include client engagement, support for business strategies, and adherence to regulatory guidelines. The company offers comprehensive training, hybrid work options, and a performance-based compensation structure. #J-18808-Ljbffr EA Financial
    Training
    Remote job
    Full time
    Part time

    EA Financial

    San Diego, CA
    3 days ago
  • $67.5k - $125.8k

     ...Company: Description: Wealth Advisor Under the guidance of the President of Retirement & Wealth , this position is responsible for developing...  ...will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable... 
    Training
    Minimum wage
    Full time

    Marsh McLennan

    San Diego, CA
    1 day ago
  •  ...life insurance solutions in person or virtually Building and growing your own book of business Developing through hands-on training, mentorship, and leadership opportunities This isn't a punch-in, punch-out sales gig. It's a commission-based path for... 
    Training
    Remote work
    Shift work

    PSI Groups

    San Diego, CA
    2 days ago

Do you want to receive more vacancies?

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