Retirement Benefits Wealth Advisor

Equitable Advisors; Bellevue (WA); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

PEP Training

Virtual University

Mentorship

Leadership Development

CFP/ChFC path

Sign-On Bonus

Salary after PEP

Commissions & Bonus

Benefits Package

Job summary

Equitable Advisors' Wealth Management Associate role in WA/Seattle area invites you to join the Retirement Benefits Group. You will engage clients, educate on financial products, and prepare tailored solutions while building a local network.

The program includes FINRA sponsorship, a 120-day PEP, and mentorship; after successful completion you can start earning with commissions and a base salary, with ongoing professional growth opportunities.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing includes State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our financial products and services and tailor solutions.
• Analyze and organize client data, ensure confidentiality, prepare and implement products and services.
• Flexible schedule to maximize productivity and personal time.
• Working outside the office in local schools and municipalities.

Skills

Communication skills

Networking

Client relationship management

Self-motivation

Financial services knowledge

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors' Wealth Management Associate role in WA/Seattle area invites you to join the Retirement Benefits Group. You will engage clients, educate on financial products, and prepare tailored solutions while building a local network.

The program includes FINRA sponsorship, a 120-day PEP, and mentorship; after successful completion you can start earning with commissions and a base salary, with ongoing professional growth opportunities.