Financial Strategist

5 days ago


Bellevue, Washington, United States Equitable Services Full time

At Equitable Services, we are committed to delivering exceptional customer experiences and building long-term relationships based on trust, guidance, and innovative technology.

Our Approach

We take a personalized approach to financial planning, focusing on the unique needs, goals, and aspirations of our clients. Our team of experienced professionals works closely with clients to understand their financial situations, providing tailored solutions that help them achieve their objectives.

What We Offer

As a Financial Strategist at Equitable Services, you will have the opportunity to work with a diverse range of clients, each with their own unique financial challenges and goals. You will be responsible for:

  • Conducting comprehensive financial analyses to identify opportunities for growth and improvement
  • Developing customized financial plans that align with clients' values and objectives
  • Providing ongoing support and guidance to clients as they implement their financial plans
Required Skills and Qualifications

To succeed in this role, you will need:

  • A four-year college degree (or equivalent experience)
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Results-driven and highly motivated, with a strong work ethic and commitment to excellence
Benefits

We offer a competitive compensation package, including:

  • A base salary of $24,000 per year
  • The opportunity to earn commissions and bonuses based on performance
  • A comprehensive benefits package, including medical, dental, and vision insurance, as well as 401(k) matching and employee stock purchase plan
Join Our Team

If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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