Wealth Manager in Training — Mentorship, Licensing, Flexible Schedule

equitable; Bellevue (WA); On-site; USD 39,000 - 48,000; Full time

Benefits offered by this job

FINRA licensing sponsorship

Comprehensive benefits (health, dental

Vision, 401(k) and ESPP

Job summary

Equitable Advisors is seeking professionals to build client relationships and manage portfolios from our Bellevue-based office. You will develop tailored financial strategies while ensuring licensed compliance and delivering personalized guidance.

To succeed, you should hold a bachelor's degree or equivalent, possess required FINRA licenses, and demonstrate an entrepreneurial mindset with strong communication and collaboration skills.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7 and Series 66 licensing.
• Authorized to work in the United States; strong communication and entrepreneurial mindset.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop financial strategies based on clients' objectives and risk tolerance.
• Consult on financial products and services tailored to clients' situations.

Skills

Communication Skills

Mindset

Collaboration

Work Authorization

Education

Bachelor's degree or equivalent skills and work experience

Licensing: State Life & Health, SIE, Series 7, Series 66

Job description

Equitable Advisors is seeking professionals to build client relationships and manage portfolios from our Bellevue-based office. You will develop tailored financial strategies while ensuring licensed compliance and delivering personalized guidance.

To succeed, you should hold a bachelor's degree or equivalent, possess required FINRA licenses, and demonstrate an entrepreneurial mindset with strong communication and collaboration skills.