Wealth Management Associate - FINRA Licensing Included

Equitable Advisors; Seattle, Northern (WA, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Stable pay with commissions

Professional development programs

Job summary

Equitable Advisors seeks a Financial Services Professional in Seattle to engage clients, build relationships, and develop personalized financial strategies. The role emphasizes offering tailored product and service recommendations and maintaining strong communication with clients.

Ideal candidates hold a Bachelor's degree with licensing in State Life & Health, SIE, Series 7, and Series 66, and demonstrate an entrepreneurial, values-driven mindset.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and collaboration.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies based on clients' objectives and risk tolerance.
• Consult on financial products and services tailored to individual situations.
• Maintain in-office presence as a primary requirement.

Skills

Client relationships

Networking

Communication

Entrepreneurial spirit

Education

Bachelor's degree

Job description

Equitable Advisors seeks a Financial Services Professional in Seattle to engage clients, build relationships, and develop personalized financial strategies. The role emphasizes offering tailored product and service recommendations and maintaining strong communication with clients.

Ideal candidates hold a Bachelor's degree with licensing in State Life & Health, SIE, Series 7, and Series 66, and demonstrate an entrepreneurial, values-driven mindset.