Wealth Management & Retirement Benefits Associate

Equitable Advisors; Bellevue (WA); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

FINRA Sponsorship

120-day PEP program

Virtual University

Mentorship

Leadership Development School

CFP/ChFC training

Sign-On Payment eligibility

Base Salary post-PEP

Commissions and Bonus

Benefits package

Job summary

Equitable Advisors in Bellevue, WA, invites you to join our Retirement Benefits Group as a Wealth Management Associate. You’ll build the client network, educate on financial products, and implement tailored solutions for educators, healthcare, and government professionals.

We provide a structured development path toward professional licensing, FINRA sponsorship, a 120-day training period, mentorship, and access to our Virtual University.

Qualifications

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

Responsibilities

• Engage clients and cultivate networks in established markets.
• Educate clients on a range of financial products and services.
• Analyze and organize client data, ensuring confidentiality and proper implementation.
• Support flexible work-life balance with field activities in schools and municipalities.

Skills

Licensing: State Life & Health, SIE, 7

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Bellevue, WA, invites you to join our Retirement Benefits Group as a Wealth Management Associate. You’ll build the client network, educate on financial products, and implement tailored solutions for educators, healthcare, and government professionals.

We provide a structured development path toward professional licensing, FINRA sponsorship, a 120-day training period, mentorship, and access to our Virtual University.