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Wealth Advisor Trainee – Licensing & Mentorship Path

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Equitable Advisors
Apprenticeship/Internship position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 39000 - 60000 USD Yearly USD 39000.00 60000.00 YEAR
Job Description & How to Apply Below

Equitable Advisors is seeking motivated individuals to become wealth managers through licensing and mentorship. In-office role in San Diego, CA, with a focus on building client relationships, understanding financial objectives, and delivering personalized investment strategies.

Candidates will receive FINRA sponsorship, a comprehensive 120-day hands-on training (PEP), access to Virtual University, mentorship, and opportunities for CFP/ChFC designations along with a stable pay plan and potential

This is an excellent position to take on the Wealth Advisor Trainee – Licensing & Mentorship Path role at Equitable Advisors.

As a Wealth Advisor Trainee – Licensing & Mentorship Path, you will play an important part at Equitable Advisors in San Diego, CA, United States.

We invite applications for the Wealth Advisor Trainee – Licensing & Mentorship Path position located in San Diego, CA, United States.

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