Wealth Management Associate

3 days ago

Bellevue, Washington, United States Equitable Services Full time
About Equitable Advisors

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.

Our Approach

We take a holistic approach to financial planning, focusing on the unique needs and goals of each client. Our team of experienced financial professionals works closely with clients to develop customized financial strategies that address their evolving financial needs throughout their lifetime.

Our Values

We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.

Our Benefits

We offer a comprehensive benefits package, including health insurance, a 401(k) plan with company match, and an Employee Stock Purchase Plan (ESPP). We also provide opportunities for professional development and continuing education, including access to a full suite of remote-work technology solutions.

Join Our Team

We are seeking a highly motivated and results-driven Wealth Management Associate to join our team. As a Wealth Management Associate, you will work closely with clients to develop and implement customized financial plans, and provide ongoing support and guidance to help them achieve their financial goals.

Requirements:

  • Authorized to work in the United States
  • Four-year college degree preferred but not required
  • Results-driven, highly motivated, self-starter with integrity, a strong work ethic, and a desire to help others plan for and protect their financial futures
  • Team player with excellent interpersonal skills and communication abilities
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

Compensation and Benefits:

Entry-level Financial Professionals start out in our Preliminary Employment Program (PEP) after obtaining required licenses and registrations. During PEP, you will have the opportunity to earn 100 percent of the commissions generated by you in accordance with the Company's commission schedules. Upon successful completion of PEP, you will be eligible to become a 20th Edition Financial Professional and participate in a variety of comprehensive benefit plans sponsored by the company.

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