Wealth Management Associate - Retirement Benefits (Bellevue)

Equitable Advisors; Bellevue (WA); Remote; USD 24,000 - 34,000; Full time

Benefits offered by this job

Commissions and bonuses

Training and mentorship programs

Health, dental, and vision benefits

Job summary

A leading financial services firm is looking for a Wealth Management Associate in Bellevue, WA. The role involves cultivating client networks, educating clients on financial solutions, and analyzing client data. Applicants should possess a Bachelor's degree and relevant licenses like SIE, Series 7, and Series 66. The position offers a flexible work-life balance, along with training, mentorship, and professional growth opportunities. Compensation includes a base salary of $24,000, commissions, and additional benefits.

Qualifications

• Must be authorized to work in the United States.
• Values-driven with a track record of success.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data while ensuring confidentiality.

Skills

Client Engagement

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent work experience

Tools

SIE

Series 7

Series 66

Job description

A leading financial services firm is looking for a Wealth Management Associate in Bellevue, WA. The role involves cultivating client networks, educating clients on financial solutions, and analyzing client data. Applicants should possess a Bachelor's degree and relevant licenses like SIE, Series 7, and Series 66. The position offers a flexible work-life balance, along with training, mentorship, and professional growth opportunities. Compensation includes a base salary of $24,000, commissions, and additional benefits.