Top 15 finance associate Jobs in folsom ca

Wealth Management Associate
Equitable Advisors —Folsom, CA
- $39,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Financial Wellness Specialist
My Secure Advantage —Roseville, CA
- $58,000 - $72,000 a year
- Full-time
- Hybrid work
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Part Time Associate Banker Sierra Mountain El Dorado Hills (30 hours)
JPMorganChase —Granite Bay, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
13h
Financial Services Associate I - IV Full Time
Sierra Central Credit Union —Auburn, CA
- $20.09 - $28.16 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Audit Senior Associate - Financial Services
Crowe —Sacramento, CA
- $63,500 - $142,000 a year
- Full-time
- Hybrid work
- CPA
- Customer service
- Research
Quick Apply
ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM
Public Employees Retirement System —Sacramento County, CA
- $10,937.50 - $18,229.17 a month
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Free parking
- Opportunities for advancement
Associate Underwriter - Agri Business
Capital Insurance Group —Roseville, CA
- $55,012 - $91,687 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- US work authorization
- Profit sharing
- Commuter assistance
7d
Associate Director- Construction Risk
Turner & Townsend —Sacramento, CA
- $130,000 - $210,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Senior level
Quick Apply

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Automotive Sales Associate
Lumin Folsom Mitsubishi —Folsom, CA
Valid driver's license and clean driving record. Valid Driver License and a clean driving record required. _*Mobile Device Sales experience Preferred.*_.
$42,000 - $120,000 a year
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Part-Time Retail Sales Associate - Folsom
Ginger Elizabeth Chocolates —Folsom, CA
Utilize POS software and cash handling skills to complete customer transactions. Uphold and cultivate our established standards of excellence and customer…
$17 - $18 an hour
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8d

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F&I Associate - Part Time
Pony Powersports Group —Westerville, OH
Answer incoming phone calls for the Finance Office. Review credit reports and perform credit analysis to determine appropriate financing solutions tailored to…
From $15 an hour
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Associate Financial Administrator II
Ultimus Fund Solutions —Columbus, OH
Occasional contact with rating agencies by releasing portfolio holdings, answering surveys, or providing fund information as needed or requested.
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Wealth Management Associate

Equitable Advisors -
Folsom, CA

Apply Now

Job Details

$39,000 a year

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Practicing in the securities industry

Full Job Description

Wealth Management Associate - CA, Folsom (5072)

(230000SG)

Primary Location : UNITED STATES-CA-FOLSOM

Organization : Equitable Advisors

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

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

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $39,000 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

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Refine Your Search

finance associate jobs in folsom ca

Wealth Management Associate

Associate Financial Wellness Specialist

Part Time Associate Banker Sierra Mountain El Dorado Hills (30 hours)

Financial Services Associate I - IV Full Time

Audit Senior Associate - Financial Services

ASSOCIATE INVESTMENT MANAGER,PUBLIC EMPLOYEES` RETIREMENT SYSTEM

Associate Underwriter - Agri Business

Associate Director- Construction Risk

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