Wealth Management Associate: Training, Licensing & Growth

Equitable Advisors; Seattle (WA); On-site; USD 44,000 - 60,000; Full time

Benefits offered by this job

Health, dental and vision

401(k)

ESPP

Disability Insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Seattle is seeking a Financial Services Professional to engage clients, develop financial strategies, and advise on products and services. This in-office role emphasizes relationship-building, objective recommendations, and collaboration with top performers.

Qualifications include a Bachelor's degree and required licenses (Life/Health, SIE, Series 7, 66). The program offers FINRA sponsorship, a 120-day PEP training, a mentorship path, and long-term growth opportunities in

Qualifications

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

Responsibilities

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

Skills

Education

Licensing

Personal Attributes

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Seattle is seeking a Financial Services Professional to engage clients, develop financial strategies, and advise on products and services. This in-office role emphasizes relationship-building, objective recommendations, and collaboration with top performers.

Qualifications include a Bachelor's degree and required licenses (Life/Health, SIE, Series 7, 66). The program offers FINRA sponsorship, a 120-day PEP training, a mentorship path, and long-term growth opportunities in