Jobs
>
San Francisco

    Financial Professional - San Francisco, United States - Equitable Advisors LLC

    Equitable Advisors LLC
    Equitable Advisors LLC San Francisco, United States

    6 days ago

    Default job background
    Description
    Primary Location

    Organization

    Description
    Equitable Advisors

    is a respected wealth management firm with a proven track record in the industry.

    We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives.

    We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

    Our people

    Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

    ·

    We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment
    ·

    Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit
    ·

    Social impact and community engagement prosper thru our programs such as "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually
    ·

    Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves
    Training and support
    Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology

    solutions. Y

    ou will also upskill from participating in local and national development programs

    as well as

    joint-work opportunities for a hands-on experience.

    Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills.

    We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNERTM (CFP) Professional and Chartered Financial Consultant (ChFC).

    In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

    We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

    Qualifications
    Requirements
    Applicants must be authorized to work in the United States
    A four-year college degree

    is preferred but not required
    We will help you navigate obtaining the required state licenses as well as sitting for the SIE which must be passed prior to onboarding
    We will sponsor your pursuit of FINRA Series 7 and 66 registrations (to be completed on your own timebut no later than within 240 days of joining)
    Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
    Team player who possesses excellent interpersonal skills and communication abilities with a high degree of self-confidence
    Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
    Compensation and Benefits

    Entry level Financial Professionals start out in our Preliminary Employment Program ("PEP"), the first week of which is a 40 hour week of paid training.

    During this first week, you will be paid the hourly minimum wage for your location which will range from $ for the week.

    During PEP you will also have the opportunity to earn 100 percent of the commissions generated by you during PEP in accordance with the Company's commission schedules which vary depending on the financial product sold.

    The duration of PEP is a maximum of 240 days to meet the program requirements.

    After your first 90 days as a Preliminary Employment Program ("PEP") Prospective Associate, you will be eligible for medical insurance through our company-sponsored Health Plan at your sole expense.

    Upon successful completion of PEP, you will be eligible to become a 20 th

    Edition Financial Professional and, in that role, you can choose to be compensated in one of two ways:You can decide to receive full commission plus bonus (

    30% bonus as a % of eligible paid first-year commissions)

    or an annual base salary of $24,000 with reduced commission.


    Commissions in both scenarios are calculated in accordance with the Company's commission schedules and vary depending on the financial product sold.

    The average earnings of a new Financial Professional in 2021 in their first full year following the Preliminary Employment Program was $62,000 and for those in the top quartile among first-year Financial Professionals it was $135,000.

    Upon successful completion of PEP , you will be eligible to

    become a 20 th

    Edition Financial Professional. As a 20 th


    Edition Financial Professional, you would also be eligible to participate in a variety of comprehensive benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program ("TRIP").

    Equitable Advisors

    ' strategy begins with the needs, goals, and aspirations of those we serve. We strive to

    deliver amazing customer experience while building

    long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
    Securities offered through Equitable Advisors, LLC (NY, NY , member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.Equitable Advisors, LLC is an equal opportunity employer.
    GE-

    /23)(Exp.7/25)

    #J-18808-Ljbffr
  • JLL

    Professional, Financial Analysis

    1 week ago

    JLL San Francisco, United States Full time

    JLL supports the Whole You, personally and professionally. · Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our ind ...

  • Chosen Ones

    Financial services professional

    1 week ago

    Chosen Ones San Francisco, United States

    Job Description · Job Description · SALES POSITIONS FILLING UP FAST NO SALES EXPERIENCE NECESSARY · Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force i ...

  • Principal Financial Group

    Financial Professional

    3 weeks ago

    Principal Financial Group Walnut Creek, United States

    Job Description · Job DescriptionFinancial Opportunity · Consider a career where you run your own business. · Are you looking for a new career where you can help others, while maintaining the flexibility to enjoy your own life? If you have an entrepreneurial spirit and a strong ...

  • Allied Universal®

    Financial Center Security Professional

    3 weeks ago

    Allied Universal® San Francisco, United States

    Financial Center Security Professional · **Overview**: · Allied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of ...

  • Ascent Capital TFA

    Entry Level Financial Professional FLEXIBLE/REMOTE

    4 weeks ago

    Ascent Capital TFA San Francisco, United States

    Read Full Description: · The position can be fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.Ascent Capit ...

  • Principal Financial Group

    Financial Professional

    3 weeks ago

    Principal Financial Group Walnut Creek, United States

    Job Description · Job Description · Financial Opportunity · Consider a career where you run your own business. · Are you looking for a new career where you can help others, while maintaining the flexibility to enjoy your own life? If you have an entrepreneurial spirit and a str ...

  • Global Financial Impact - Lisa Matthews

    Financial Services Professional

    3 weeks ago

    Global Financial Impact - Lisa Matthews San Carlos, United States

    Job Description · Job Description · We're transforming the financial landscape. We're building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in ...

  • GFI

    REMOTE - Entry-Level - Financial Professional

    2 weeks ago

    GFI Fremont, United States

    Job Description · Job Description · ***ATTENTION *** · ---This is for a REMOTE or HYBRID part-time/full-time opportunity · ---You MUST live and work in the United States to be considered for this opportunity · ---PLEASE do NOT apply for this opportunity if you do NOT live and w ...

  • Blend

    Vice President, FP&A

    2 weeks ago

    Blend San Francisco, United States

    contribute: · Financial Planning and Analysis: · Lead the development of comprehensive financial forecasts, budgets, and long-term financial plan · Analyze financial performance against key business metrics, providing actionable insights to drive strategic decisions · Collabora ...

  • Bayview Hunters Point Foundation for Community Improvement

    Accounting Manager

    1 week ago

    Bayview Hunters Point Foundation for Community Improvement San Francisco, United States

    : Accounting Manager Under the direction of our Chief Financial Officer, the Accounting Manager oversees finance operations and accounting tasks performed in the Finance Department. Our ideal candidate provides supervisory guidance to a team of 3-4 and oversees their work plans, ...

  • CBIZ

    Technical & Transactional Accounting Senior Consultant

    1 week ago

    CBIZ San Francisco, United States Full time

    CBIZ ARC Consulting, LLC ("CBIZ ARC"), a division of CBIZ, is currently hiring for a Senior Consultant position. CBIZ ARC assists high growth companies with complex technical accounting, internal and external reporting, external audit preparation, IPO preparation, as well as syst ...

  • CBIZ

    Technical & Transactional Accounting Manager

    5 days ago

    CBIZ San Francisco, United States Full time

    CBIZ ARC Consulting, LLC ("CBIZ ARC"), a division of CBIZ, is currently hiring for a Manager level position. CBIZ ARC assists high growth companies with complex technical accounting, internal and external reporting, external audit preparation, IPO preparation, as well as systems ...

  • Instawork

    Head of FP&A

    1 week ago

    Instawork San Francisco, United States

    FP&A is a critical function for Instawork. The Head of Financial Planning and Analysis will play a leadership role in shaping the Finance team and building the FP&A practice. Reporting directly to the Chief Financial Officer, you will continue to build out the foundation of the F ...

  • The California State University

    Financial Aid Counselor

    3 weeks ago

    The California State University San Francisco Bay Area, United States Full time

    Salary and Benefits · Salary Range: $4,841.00 per month to $6,884.00 per month. PLEASE NOTE: The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $4,841.00 per month to $5,550.00 per month. · Cal State East Bay offers a ...

  • Selby Jennings

    Investment Banking Vice President

    4 weeks ago

    Selby Jennings San Francisco, United States

    Selby Jennings with partnering with an Elite boutique Investment Bank globally renowned for their Tech M&A practice. This team is comprised seasoned Investment Bankers covering Semiconductors, Software, and Internet, and looking for an Investment Banking Vice President to play a ...

  • Presidio Trust

    Accounting Manager

    1 week ago

    Presidio Trust San Francisco, United States

    Accounting Manager – Accounting Operations · Accounting Manager - Accounting Operations · About The Role · The Presidio Trust is seeking an Accounting Manager of Accounting Operations to plan and direct various accounting activities within the Division of Finance and Business M ...

  • RSM

    Tax Manager – Federal M&A/Financial Instruments

    3 weeks ago

    RSM San Francisco, United States Full time

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...

  • Gensler

    Project Accountant

    1 week ago

    Gensler San Francisco, United States Full time

    Your Role · As a Gensler Project Accountant, you will be responsible for financial account management and analysis for the firm's projects and business practices. You will be successful because you are highly organized and passionate about ensuring the fiscal health of assigned p ...

  • KeyBank

    Equity Research Associate

    5 days ago

    KeyBank San Francisco, United States Full time

    Location: · 1211 SW Fifth Avenue - Portland, Oregon 97204 Title: Equity Research Associate · Location: Portland · About the Business : · KeyBanc Capital Markets (KBCM), one of the nation's leading providers of investment research, combines deep domain expertise with an interc ...

  • Autodesk

    Director, Corporate FP&A

    5 days ago

    Autodesk San Francisco, United States Full time

    Job Requisition ID # · 24WD77960 We are looking for a finance leader to help drive and execute on our journey to become a best-in-class corporate FP&A organization. This highly visible position will be responsible for a variety of analytical, strategic and process-oriented core ...