Entry-Level Wealth Advisor: Launch Your Financial Impact

Equitable Advisors; Seattle (WA); On-site; USD 39,150 - 47,850; Full time

Benefits offered by this job

Comprehensive benefits including health, dental, vision

401(k) and Employee Stock Purchase Plan

Flexible schedule

Job summary

Equitable Advisors in Seattle, WA, seeks motivated candidates for a financial professional role focused on client engagement, financial strategy development, and tailored services. The ideal candidate holds a Bachelor's degree, has strong communication skills, and is driven to positively impact clients' lives.

This role includes comprehensive training, mentorship, and access to continuous learning resources. Eligible candidates will receive competitive stable pay and benefits such as health, 401(k), and professional development opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Must be authorized to work in the United States.
• Values-driven with a successful track record.

Responsibilities

• Build and nurture client relationships through networking events.
• Develop personalized financial strategies based on client objectives.
• Consult on tailored financial products and services.

Skills

Client Engagement

Financial Strategy Development

Communication Skills

Collaboration

Entrepreneurial Spirit

Education

Bachelor's degree or equivalent

Tools

FINRA Licensing

SIE Certification

Series 7 Certification

Series 66 Certification

Job description

Equitable Advisors in Seattle, WA, seeks motivated candidates for a financial professional role focused on client engagement, financial strategy development, and tailored services. The ideal candidate holds a Bachelor's degree, has strong communication skills, and is driven to positively impact clients' lives.

This role includes comprehensive training, mentorship, and access to continuous learning resources. Eligible candidates will receive competitive stable pay and benefits such as health, 401(k), and professional development opportunities.