Wealth Management Associate: Training, Licenses & Growth

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

Benefits offered by this job

FINRA licensing sponsorship

Comprehensive training (PEP)

Mentorship

Professional growth programs

Competitive compensation with biweekly

Job summary

Equitable Advisors seeks a Wealth Management Associate to join our Bellevue team. In-office role focused on building client relationships, developing financial strategies, and recommending suitable products and services to diverse clients.

You will receive FINRA licensing sponsorship, hands-on training, mentorship, and a structured path toward becoming a licensed financial professional. The program emphasizes professional growth and stability.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent communication and interpersonal skills; entrepreneurial mindset and collaboration.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop and communicate personalized financial strategies based on client objectives and risk tolerance.
• Discuss financial products and services tailored to clients' needs and guide ongoing planning.
• Work in-office and collaborate with top performers to deliver client value.

Skills

Client relationship management

Excellent communication

Entrepreneurial mindset

Team collaboration

Financial analysis

Education

Bachelor's degree or equivalent experience

Job description

Equitable Advisors seeks a Wealth Management Associate to join our Bellevue team. In-office role focused on building client relationships, developing financial strategies, and recommending suitable products and services to diverse clients.

You will receive FINRA licensing sponsorship, hands-on training, mentorship, and a structured path toward becoming a licensed financial professional. The program emphasizes professional growth and stability.