Wealth Management Associate, Retirement Benefits (Bellevue)

Equitable Advisors; Bellevue (WA); Vor Ort; USD 24.000 - 36.000; Vollzeit

Benefits dieser Stelle

FINRA sponsorship

PEP training (120 days)

Virtual University

Mentorship

Personalized coaching

Leadership development

Zusammenfassung

Equitable Advisors’ Retirement Benefits Group in Bellevue is seeking a Wealth Management Associate. The role focuses on client engagement, consulting on financial products, and implementing client solutions while promoting work-life balance with field work in local schools and municipalities.

The position emphasizes licensing support (FINRA) and a structured development path toward becoming a wealth manager, including training, mentorship, and opportunities for CFP, ChFC, and other designations.

Qualifikationen

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

Aufgaben

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services.
• Analyze and organize client data, ensure confidentiality, implement products and services.
• Flexible schedule to maximize productivity and personal time.
• Work outside the office in local schools and municipalities.

Kenntnisse

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Ausbildung

Bachelor's degree or equivalent

State Life & Health licensing

SIE

Series 7

Series 66

Jobbeschreibung

Equitable Advisors’ Retirement Benefits Group in Bellevue is seeking a Wealth Management Associate. The role focuses on client engagement, consulting on financial products, and implementing client solutions while promoting work-life balance with field work in local schools and municipalities.

The position emphasizes licensing support (FINRA) and a structured development path toward becoming a wealth manager, including training, mentorship, and opportunities for CFP, ChFC, and other designations.