Wealth Advisor in Training – Flexible Schedule

Equitable Advisors

Seattle (WA)

On-site

USD 60,000 - 100,000

Full time

2 days ago

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Benefits offered by this job

FINRA sponsorship

Virtual University access

Mentorship program

Leadership development

Job summary

Equitable Advisors is seeking a Financial Services Professional in Seattle, WA to build and manage client relationships, develop personalized financial strategies, and discuss suitable products and services. In-office work is required, with a flexible schedule to balance professional and personal life.

The role emphasizes licensing sponsorship, comprehensive training, mentorship, and career growth within a structured wealth-management pathway.

Qualifications

Bachelor's degree or equivalent skills and work experience.
Licensing: State Life & Health, SIE, Series 7, Series 66.
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 through networking events and portfolio management.
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies and guidance.
Product and Service Consultation: Discuss financial products and services tailored to clients' situations.
Location: In-office presence required.
Work-Life Balance: Flexible schedule to maximize productivity and personal time.