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Equitable · 2 months ago

Emerging Financial Planner - CA; Los Angeles, San Diego (5068)

UNITED STATES-CA-San Diego

Full-time

Onsite

New Grad, Entry Level

$36K/yr - $36K/yr

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. The Emerging Financial Planner role focuses on building client relationships, developing financial strategies, and consulting on financial products tailored to clients' needs.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking

Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance

Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

Location: In-office presence required

Work-Life Balance: Flexible schedule to maximize productivity and personal time

Qualification

State Life & HealthSIESeries 7Series 66Bachelor's degreeEntrepreneurial spiritValues-drivenCommunication SkillsCollaboration

Required

Bachelor's degree or equivalent skills and work experience

State Life & Health, SIE, Series 7, Series 66 licensing

Values-driven with a track record of success and accomplishment

Excellent interpersonal and communication abilities with strong self-confidence

Entrepreneurial spirit with a desire to positively impact others' lives

Ability to work with and learn from top performers

Must be authorized to work in the United States

Benefits

Health

Dental and vision

401(k)

Employee Stock Purchase Plan (ESPP)

Disability

Life Insurance

Transportation Reimbursement Incentive Program (TRIP)

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)