Wealth Management Associate

2 weeks ago

Bellevue, Washington, United States Equitable Advisors LLC Full time
Job Summary

We are seeking a highly motivated and results-driven Wealth Management Associate to join our team of Financial Professionals. As a key member of our team, you will have the opportunity to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service.

Responsibilities

You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. You will be developing strategic and trusted long-term client relationships. In addition, you will have the opportunity to help make a positive impact on individuals' and businesses' futures by offering financial services and products that address their evolving financial needs throughout their lifetimes.

These needs may include life insurance, investments, retirement and estate planning strategies, as well as executive benefits, business succession plans and employee benefits for your business clients.

Qualifications

Financial professionals may come from a variety of backgrounds, but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. Many of our qualified candidates are active in their local community, charitable or professional organizations, and have an established network of professional and personal contacts.

Specific qualifications for the Financial Professional role include:

  • A four-year college degree is preferred but not required
  • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships

We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP, Chartered Financial Consultant and Chartered Life Underwriter.

Securities offered through Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V.

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