Licensed Wealth Advisor: Grow Client Wealth & Impact

Equitable Advisors; Seattle (WA); On-site; USD 44,000 - 65,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship & Training

Stable pay during PEP & career path

Commissions & Bonus

Comprehensive benefits

Job summary

Equitable Advisors seeks driven financial professionals in the United States to become wealth managers through licensing and employment. This role emphasizes client engagement, strategic financial planning, and product guidance in an in-office setting with mentorship and licensing support.

The program provides FINRA sponsorship, comprehensive training via the 120-day PEP, and ongoing coaching. Biweekly stable pay supports early career growth, with commissions and a robust benefits package

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Client engagement: build and nurture client relationships and manage portfolios.
• Develop financial strategies tailored to clients' objectives and risk tolerance.
• Discuss and tailor financial products and services to clients' situations.

Skills

Client Engagement

Financial Strategy

Product & Service Guidance

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors seeks driven financial professionals in the United States to become wealth managers through licensing and employment. This role emphasizes client engagement, strategic financial planning, and product guidance in an in-office setting with mentorship and licensing support.

The program provides FINRA sponsorship, comprehensive training via the 120-day PEP, and ongoing coaching. Biweekly stable pay supports early career growth, with commissions and a robust benefits package