Top 270 Portfolio associate Jobs in Roseville Ca

Entry Level - Wealth Management Associate
Equitable Advisors —Folsom, CA
- $39,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Office
- Paid training
- Health savings account
Quick Apply
Assistant Property Manager
First Pointe Management Group —Sacramento, CA
- $25 - $27 an hour
- Full-time
- Microsoft Office
- Apartments
- 1 year
- Mileage reimbursement
- Paid holidays
Quick Apply
8d
Sales Support Associate III
Coach —Roseville, CA
- $15.00 - $19.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
Retail Team Member
Panera —Roseville, CA
- $20 an hour
- Cleaning
- Ability to stand for extended periods
- Café
- Health insurance
- Dental insurance
Quick Apply
Member Services Associate
Villa Sport —Roseville, CA
- $16.90 - $18.60 an hour
- Bilingual
- Organizational skills
- 16+ years old
- 401(k) matching
Quick Apply
Sales Associate I
Coach —Roseville, CA
- $15.00 - $19.50 an hour
- Weekends as needed
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
16h
Child Care Associate
Villa Sport —Roseville, CA
- $20.25 - $22.50 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Children
- 401(k)
- 401(k) matching
Quick Apply
Sales Support Associate II
Coach —Folsom, CA
- $15.00 - $21.75 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
Cashier - Galleria @ Roseville
JCPenney —Roseville, CA
- $17.00 - $21.25 an hour
- Merchandising
- Entry level
- Paid holidays
- Health insurance
Operations Associate - Galleria @ Roseville
JCPenney —Roseville, CA
- $17.00 - $21.25 an hour
- Sales
- Merchandising
- 1 year
- Paid holidays
- Health insurance
Seasonal Associate - Famous Footwear
Famous Footwear —Folsom, CA
- $16.90 - $19.43 an hour
- Extended hours
- High school diploma or GED
- Cleaning
- Entry level
Quick Apply
Associate Sales Representative - Sacramento - Peripheral Vascular
Stryker —Sacramento, CA
- Full-time
- Inventory control
- Bachelor of Science
- Office
- Health savings account
- AD&D insurance
Beauty Consultant
JCPenney —Roseville, CA
- From $18 an hour
- Merchandising
- In-person
- Communication skills
- Paid holidays
- Health insurance
Join Our Team!
Action Property Management —Sacramento, CA
- Hybrid work
- Hospitality
- Residential
- Fair chance
- Paid holidays
- Health insurance
Quick Apply
Omnichannel Associate - Galleria @ Roseville
JCPenney —Roseville, CA
- $17.00 - $21.25 an hour
- Merchandising
- High school diploma or GED
- Bachelor's degree
- Paid holidays
- Health insurance
Property Bookkeeper
AWI Management Corporation —Roseville, CA
- $27.00 - $29.50 an hour
- Full-time
- Microsoft Outlook
- High school diploma or GED
- Organizational skills
Quick Apply
8d
Client Service Associate
Rockwell Wealth Advisors —Roseville, CA
- From $60,000 a year
- Full-time
- Background check
- Hospitality
- Microsoft Excel
- Health insurance
- 401(k)
Quick Apply
2d
Sales Associate
Oakley —Sacramento, CA
- $16.90 - $20.68 an hour
- Part-time
- Cleaning
- Communication skills
- Entry level
- Health insurance
- Paid time off
12d
ProSales Associate (Early Career Sales Program)
Herc Rentals —Gold River, CA
- $29 an hour
- Full-time
- Driver's License
- Travel
- Associate's degree
- Paid parental leave
- Health savings account
Cashier - Sunrise Mall
JCPenney —Citrus Heights, CA
- $17.00 - $21.25 an hour
- Merchandising
- Entry level
- Paid holidays
- Health insurance

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Entry Level - Wealth Management Associate

Equitable Advisors -
Folsom, CA

Quick Apply

Job Details

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

Benefits

Paid training
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Matching gift program
Tuition reimbursement
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Retirement plan

Qualifications

Customer communication
Sales
Series 66
Series 7
Bachelor's degree
Securities Industry Essentials
FINRA License
Experience practicing in the securities industry

Full Job Description

Title: Financial Professional

Headings:

Entry Level - Wealth Management Associate

******

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)

Job Type: Full-time

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

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Matching gift program
Paid training
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Ability to Commute:

Folsom, CA 95630 (Required)

Ability to Relocate:

Folsom, CA 95630: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

portfolio associate jobs in roseville ca

Entry Level - Wealth Management Associate

Assistant Property Manager

Sales Support Associate III

Retail Team Member

Member Services Associate

Sales Associate I

Child Care Associate

Sales Support Associate II

Cashier - Galleria @ Roseville

Operations Associate - Galleria @ Roseville

Seasonal Associate - Famous Footwear

Associate Sales Representative - Sacramento - Peripheral Vascular

Beauty Consultant

Join Our Team!

Omnichannel Associate - Galleria @ Roseville

Property Bookkeeper

Client Service Associate

Sales Associate

ProSales Associate (Early Career Sales Program)

Cashier - Sunrise Mall

I want to receive the latest job alert for portfolio associate in roseville ca

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