Wealth Management Associate — Seattle (Training & Mentorship)

Equitable Advisors; Seattle (WA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

FINRA sponsorship

Virtual University access

Mentorship program

Stable biweekly pay (first 24 months)

Job summary

Equitable Advisors is actively seeking a Wealth Management Associate in Seattle, WA to build and nurture client relationships, develop tailored financial strategies, and discuss suitable products and services. This in-office role emphasizes collaboration with top performers, ongoing licensing support, and a mentoring path toward professional designations.

The position includes a structured training program, FINRA sponsorship, mentorship, and a clear path to CFP/ChFC credentials, with

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing.
• Must be authorized to work in the United States.
• FINRA sponsorship provided for required licensing.

Responsibilities

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Financial strategy

Communication skills

Collaboration

Entrepreneurial mindset

Work authorization

Education

Bachelor's degree

Licensing knowledge

Job description

Equitable Advisors is actively seeking a Wealth Management Associate in Seattle, WA to build and nurture client relationships, develop tailored financial strategies, and discuss suitable products and services. This in-office role emphasizes collaboration with top performers, ongoing licensing support, and a mentoring path toward professional designations.

The position includes a structured training program, FINRA sponsorship, mentorship, and a clear path to CFP/ChFC credentials, with