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Wealth Management Associate

2 months ago

Bellevue, Washington, United States Equitable Full time

About Equitable Advisors

Equitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to our clients, empowering them to make informed decisions about their financial futures.

Our Team

Our team of financial professionals is comprised of experienced and motivated individuals who share a passion for delivering exceptional customer service and building long-term relationships with our clients. We value diversity, equity, and inclusion, and strive to create a work environment that is inclusive and supportive of all individuals.

Training and Development

We offer comprehensive training and development programs to help our financial professionals build their skills and knowledge in areas such as client relationship management, product knowledge, sales techniques, and market development. Our training programs are designed to empower our professionals to succeed in their roles and advance in their careers.

Compensation and Benefits

We offer competitive compensation and benefits packages to our financial professionals, including medical insurance, 401(k) matching, and employee stock purchase plans. Our compensation structure is designed to reward our professionals for their hard work and dedication to our clients.

Requirements

  • Authorized to work in the United States
  • Four-year college degree preferred but not required
  • Ability to obtain required state licenses and pass the SIE exam
  • Results-driven, highly motivated, and self-starter with integrity and a strong work ethic
  • Excellent interpersonal skills and communication abilities
  • Ability to build relationships and develop markets