Wealth Management Associate — Licensing & Training

Equitable Advisors; Seattle, Northern (WA, KY); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

FINRA Sponsorship

Preliminary Employment Period (PEP)

Virtual University

Mentorship

Personalized Coaching

Leadership Development School

Professional Growth (CFP/ChFC)

Sign-On Payment Eligibility

Stable Pay (up to 24 months)

Commissions and Bonus

Benefits Eligibility

Job summary

Equitable Advisors is seeking a Financial Services Professional to engage clients, develop tailored financial strategies, and discuss product and service options in an in-office role in Seattle, WA. You will build long-term relationships, manage portfolios, and work with high-performing teams to help clients reach financial goals.

The role requires a Bachelor's degree or equivalent, multiple FINRA licenses (SIE, Series 7, Series 66) and an entrepreneurial, relationship-driven mindset.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.
• Excellent interpersonal and communication abilities.
• Entrepreneurial spirit with a track record of success and accomplishment.
• Ability to work with and learn from top performers.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required.
• Flexible schedule to maximize productivity and personal time.

Skills

Client Engagement

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

State Life & Health Licenses

SIE

Series 7

Series 66

Job description

Equitable Advisors is seeking a Financial Services Professional to engage clients, develop tailored financial strategies, and discuss product and service options in an in-office role in Seattle, WA. You will build long-term relationships, manage portfolios, and work with high-performing teams to help clients reach financial goals.

The role requires a Bachelor's degree or equivalent, multiple FINRA licenses (SIE, Series 7, Series 66) and an entrepreneurial, relationship-driven mindset.