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Wealth Management Associate

2 months ago

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

We are 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 Values
  • We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment.
  • We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
  • We are committed to social impact and community engagement through our programs such as "1,000 Hours of Giving Back" and "Equitable Excellence".
  • We believe in the importance of work-life balance and offer flexible scheduling to enable our employees to identify with their authentic selves.
Training and Support

We offer a comprehensive training curriculum designed to empower our financial professionals with the skills and tools needed for success, including client relationship management, product knowledge, sales techniques, market development, and remote-work technology solutions.

We also provide opportunities for continuing education and professional development, including the pursuit of professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP) Professional and Chartered Financial Consultant (ChFC).

Qualifications
  • Applicants must be authorized to work in the United States.
  • A four-year college degree is preferred but not required.
  • We will help you navigate obtaining the required state licenses and sponsor your pursuit of FINRA Series 7 and 66 registrations.
  • We are looking for results-driven, highly motivated, self-starters who possess integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures.
  • We value team players who possess excellent interpersonal skills and communication abilities with a high degree of self-confidence.
Compensation and Benefits

Our entry-level financial professionals start out in our Preliminary Employment Program (PEP), which includes a 40-hour week of paid training and the opportunity to earn 100 percent of the commissions generated during PEP.

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, including health insurance, a 401(k) plan, and an employee stock purchase plan.