Licensed Financial Advisor - Wealth Strategy

Equitable Advisors; Seattle (WA); On-site; USD 42,000 - 48,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP training

Virtual University

Mentorship

Leadership Development School

Professional growth CFP/ChFC

Sign-On Payment Eligibility

Stable Pay

Commissions and Bonus

Benefits eligibility including health,

Job summary

Equitable Advisors in Seattle seeks a Financial Services Professional to build client relationships and develop customized financial strategies. You will engage clients, manage portfolios, and provide guidance on financial products in an in-office setting.

The role includes FINRA sponsorship, a 120-day training period, access to Virtual University, mentorship, and leadership development programs. Biweekly stable pay supports early career growth alongside commissions and benefits.

Qualifications

• Bachelor's degree or equivalent experience required.
• Licensing: Life/Health, SIE, Series 7 and Series 66.
• Values-driven with a track record of success and strong communication.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' objectives and risk tolerance to propose strategies and guidance.
• Discuss financial products and services tailored to clients' situations.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors in Seattle seeks a Financial Services Professional to build client relationships and develop customized financial strategies. You will engage clients, manage portfolios, and provide guidance on financial products in an in-office setting.

The role includes FINRA sponsorship, a 120-day training period, access to Virtual University, mentorship, and leadership development programs. Biweekly stable pay supports early career growth alongside commissions and benefits.