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Unitas Wealth Management

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www.unitaswealth.com

Unitas Wealth Management offers customized financial solutions related to income strategies, retirement, asset and legacy planning services.

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Location
San Francisco, California, United States of America

Last verified live 1 day, 2 hours ago · checked directly on the company's Oracle Taleo

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Northern California Branch Advisor Support

at Unitas Wealth Management


About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Northern California Branch of Equitable Advisors is looking for a talented Advisor Support within the San Francisco office. This person will report to the Complex Operations Manager and will be responsible for supporting the branch manager and advisors throughout the Northern California offices.

This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:15 PM MST) to ensure consistent, real-time support and a high-quality customer experience.

WHAT YOU'LL BE DOING

  • Recruiting support for our District Managers by sourcing, screening, and scheduling interviews.

  • Coordinating between candidates and the Onboarding Manager.

  • Creating social media content and posts.

  • Serving in an Operations capacity to ensure the branch’s needs are met.

The base salary range for this position is $55,000 - $67,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program