Entry Level - Wealth Manager

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

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 throughout your journey
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue professional designations such as CFP, ChFC and Equitable Advisors’ own Credentialed Holistic Financial Coach program
• 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 and receive biweekly stable pay for up to your first 24 months as a financial professional, based on a structured 40‑hour workweek with $43,500 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 comprehensive benefits programs including health, dental and vision, 401(k), Employee Stock Purchase Plan, disability, life insurance and Transportation Reimbursement Incentive Program, each subject to applicable program terms and conditions

Equitable Advisors, LLC, an equal opportunity employer. M/F/D/V. Ge‑7814315.1(4/25)(Exp.4/29)