Wealth Advisor Trainee – Licensed Path to CFP
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Equitable Advisors is seeking a dedicated wealth professional to engage clients, develop financial strategies, and tailor investment products through an in-office role in San Francisco. You will build relationships, manage portfolios, and guide clients toward achieving their financial goals with ongoing mentorship and licensing support.
The role offers comprehensive training, FINRA licensing sponsorship, and potential for commissions and bonuses as you progress through a structured career path
The following role is for a Wealth Advisor Trainee – Licensed Path to CFP with Equitable Advisors.
This position is for the Wealth Advisor Trainee – Licensed Path to CFP role at Equitable Advisors.
We are seeking a motivated Wealth Advisor Trainee – Licensed Path to CFP to join Equitable Advisors in San Francisco, CA, United States.
Consider building your career as a Wealth Advisor Trainee – Licensed Path to CFP at Equitable Advisors.
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