Wealth Advisor Trainee with Licensing & Mentorship

Equitable Advisors; Bellevue (WA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Virtual University

Leadership Development School

Professional Growth

Stable Pay

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors is seeking a Wealth Management Associate in Bellevue, WA to build client relationships, develop tailored financial strategies, and advise on a range of products and services. In-office presence is required, with a focus on delivering clear guidance and personalized client outcomes.

The role involves licensing sponsorship, comprehensive training, mentorship, and opportunities for professional designations while supporting a stable base pay plus commissions.

Qualifications

• 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.

Responsibilities

• 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

Client engagement

Financial strategy development

Product and service consultation

Communication skills

Mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Tools

State Life & Health licensing

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking a Wealth Management Associate in Bellevue, WA to build client relationships, develop tailored financial strategies, and advise on a range of products and services. In-office presence is required, with a focus on delivering clear guidance and personalized client outcomes.

The role involves licensing sponsorship, comprehensive training, mentorship, and opportunities for professional designations while supporting a stable base pay plus commissions.