Wealth Management Associate | Flexible Path to Licensing

equitable

Bellevue (WA)

On-site

USD 42,000 - 78,000

Full time

14 days+

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Benefits offered by this job

Health benefits: medical, dental and V

401(k) program

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in the United States is recruiting for its Retirement Benefits Group to help professionals in education, healthcare, and government secure retirement and grow their careers through licensing and employment.

You will engage clients, educate them on financial products, and implement tailored solutions while enjoying a flexible schedule and opportunities for advancement. This role emphasizes a values-driven, entrepreneurial mindset and support from a local VP mentor.

Qualifications

Bachelor's degree or equivalent skills and work experience.
State Life & Health, SIE, Series 7, Series 66 licensing.
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

Cultivate and expand your network within established markets.
Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services.
Flexible schedule to maximize productivity and personal time.
Location: Working outside the office in local schools and municipalities.