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Wealth Advisor Trainee – Licensed & Growth Path

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Equitable Advisors
Apprenticeship/Internship position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 120000 USD Yearly USD 60000.00 120000.00 YEAR
Job Description & How to Apply Below

Equitable Advisors is dedicated to helping individuals and families achieve financial wellness through a structured path to becoming a wealth manager, including licensing and employment.

The role highlights client engagement, financial strategy development, and product/service consultation with an in-office presence. Training includes FINRA sponsorship and a comprehensive 120-day program, with mentorship and professional growth opportunities.

The Wealth Advisor Trainee – Licensed & Growth Path position in the Finance field is open for applications.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in San Jose, CA, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 60..

We aim to respond to suitable candidates as soon as possible.

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