Wealth Management Associate - Retirement Benefits Group - WA, Bellevue (3178)
Equitable AdvisorsBellevue, Washington, United States
Posted December 5, 2025
Full Time
About the Company
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups.
Job Description
Join Equitable Advisors and make a real difference in people's lives while carving out your unique career path. As a Wealth Management Associate in the Retirement Benefits Group, you will cultivate and expand your network, educate clients on financial products and services, and provide excellent client service.
Requirements
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licenses
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
Benefits
- Comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP)
- Training & Development: FINRA Sponsorship, Preliminary Employment Period (PEP), Virtual University, Mentorship, Personalized Coaching, Leadership Development, Professional Growth