Wealth Manager – Retirement Benefits Group

Equitable Advisors; Bellevue (WA); On-site; USD 24,000 - 60,000; Full time

Benefits offered by this job

FINRA Sponsorship

Virtual University

Mentorship

Leadership Development School

Professional growth: CFP/ChFC programs

Sign-On Payment Eligibility

Health, dental & vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Job summary

Equitable Advisors in Bellevue, WA, seeks a Wealth Management Associate in the Retirement Benefits Group to serve professionals in education, healthcare, and government, helping secure retirement needs. The role offers a path to becoming a wealth manager through licensing, FINRA sponsorship, and a structured development plan, with mentorship and ongoing training via Virtual University.

Candidates should have a bachelor's degree, state life & Health, SIE, Series 7, and Series 66 licensing, plus

Qualifications

• Bachelor's degree or equivalent work experience required.
• Licensing required: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.

Responsibilities

• Client engagement: cultivate and expand your network within established markets.
• Products and Services Consultation: educate clients on financial products and tailoring solutions to meet their needs.
• Client Service and Implementation: analyze client data, ensure confidentiality, implement suitable products and services.
• Work-Life Balance: flexible schedule to maximize productivity and personal time.
• Location: working outside the office in local schools and municipalities.

Skills

Client engagement

Communication skills

Entrepreneurial mindset

Collaboration

Professionalism

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Bellevue, WA, seeks a Wealth Management Associate in the Retirement Benefits Group to serve professionals in education, healthcare, and government, helping secure retirement needs. The role offers a path to becoming a wealth manager through licensing, FINRA sponsorship, and a structured development plan, with mentorship and ongoing training via Virtual University.

Candidates should have a bachelor's degree, state life & Health, SIE, Series 7, and Series 66 licensing, plus