Top 96 Wealth management advisor Jobs in Burlingame Ca

Entry Level - Wealth Management Associate
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Entry-Level - Wealth Management Advisor
New York Life —San Mateo, CA
- $52,217 - $183,294 a year
- Full-time
- Bilingual
- Background check
- Management
- Paid training
- AD&D insurance
Quick Apply
Financial Consultant Partner- San Francisco-West Portal, CA
Charles Schwab —San Francisco, CA
- $32.84 - $54.18 an hour
- Mid-level
- Office
- Communication skills
- Paid parental leave
- Employee stock purchase plan
Financial Consultant Partner- San Mateo, CA
Charles Schwab —San Mateo, CA
- $32.84 - $54.18 an hour
- Mid-level
- Office
- Communication skills
- Paid parental leave
- Employee stock purchase plan
Senior Associate Wealth Advisor
Focus Financial Partners —San Mateo, CA
- $124,000 - $140,000 a year
- Overtime
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
Associate Wealth Advisor
Focus Financial Partners —Palo Alto, CA
- $110,000 - $125,000 a year
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
5d
Associate Wealth Advisor
Focus Partners Wealth —Palo Alto, CA
- $110,000 - $125,000 a year
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
5d
Associate Financial Advisor (Foster City)
Summitry —Foster City, CA
- $85,000 - $115,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - OR, NY, NJ, FL, or CA
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Financial services
- Senior level
- Disability insurance
- Health insurance
Wealth Management Analyst
Morgan Stanley —San Francisco, CA
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Wealth Management Associate
Morgan Stanley —Menlo Park, CA
- $68,000 - $120,000 a year
- Microsoft Excel
- 5 years
- Research
Senior Associate Wealth Advisor
Focus Partners Wealth —Palo Alto, CA
- $124,000 - $140,000 a year
- Overtime
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
Wealth Management Advisor - San Francisco, CA
TIAA —San Francisco, CA
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
2d
PWM Private Wealth Advisor
U.S. Bank National Association —San Francisco, CA
- $170,255 - $220,330 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Associate Advisor - Silicon Valley
Brighton Jones —Silicon Valley, CA
- $85,000 - $105,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Paid holidays
14d
Private Client Relationship Manager
Capital Group Companies —San Francisco, CA
- $151,000 - $189,000 a year
- Full-time
- Bachelor's degree
- Team management
- Senior level
- Health insurance
- Benefits from day one
Associate Advisor
Morling Financial Advisors —Fremont, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Commuter assistance
- Health savings account
Quick Apply
Sales Executive (Investment Management Sales)
Everforth —San Francisco, CA
- Full-time
- 5 years
- Finance
- Driver's License
- Dental insurance
- 401(k)
Quick Apply
Wealth Planner
Cerity Partners —Los Altos, CA
- $70,000 - $75,000 a year
- Email
- Research
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Advisor Development Program Client Associate - San Francisco
Bank of America —San Francisco, CA
- $35.90 an hour
- Full-time
- Background check
- Computer literacy
- Writing skills
5d

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wealth management advisor jobs near burlingame ca

Entry Level - Wealth Management Associate

Equitable Advisors -
San Francisco, CA

Quick Apply

Job Details

Full-time
$39,000 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer communication
CFP
Sales
Series 66
Series 7
Bachelor's degree
Financial concepts
FINRA License

Full Job Description

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 in San Francisco office.
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)

Job Type: Full-time

Pay: $39,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Retirement plan
Vision insurance

Ability to commute/relocate:

San Francisco, CA 94111: Reliably commute or planning to relocate before starting work (Required)

Education:

Bachelor's (Required)

Experience:

Financial concepts: 1 year (Preferred)

Ability to Relocate:

San Francisco, CA 94111: Relocate before starting work (Required)

Willingness to travel:

75% (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in burlingame ca

Entry Level - Wealth Management Associate

Entry-Level - Wealth Management Advisor

Financial Consultant Partner- San Francisco-West Portal, CA

Financial Consultant Partner- San Mateo, CA

Senior Associate Wealth Advisor

Associate Wealth Advisor

Associate Wealth Advisor

Associate Financial Advisor (Foster City)

Financial Advisor - OR, NY, NJ, FL, or CA

Wealth Management Analyst

Wealth Management Associate

Senior Associate Wealth Advisor

Wealth Management Advisor - San Francisco, CA

PWM Private Wealth Advisor

Associate Advisor - Silicon Valley

Private Client Relationship Manager

Associate Advisor

Sales Executive (Investment Management Sales)

Wealth Planner

Advisor Development Program Client Associate - San Francisco

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