Wealth Management Associate - Retirement Benefits Group - WA, Bellevue (5073)
Equitable AdvisorsBellevue, Washington, United States
Posted December 10, 2025
Full Time
About the Company
Equitable Advisors is a national brokerage and registered investment advisory firm that empowers independent financial advisors to grow their practices on their own terms. Through a combination of national resources and local market support, the firm offers a "supported independence" model that lets advisors focus on client service while leveraging Equitable's technology, compliance, and research capabilities. The company also operates a specialized Retirement Benefits Group and a network of insurance agencies, providing a broad suite of wealth-management and retirement solutions. Equitable's inclusive culture and commitment to equal opportunity make it an attractive partner for advisors seeking both autonomy and the backing of a leading financial services organization.
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 address the unique retirement needs of professionals in key sectors and enjoy a structured professional development path to becoming a wealth manager.
Requirements
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licenses
- Values-driven with a track record of success and accomplishment
- Excellent interpersonal and communication abilities with strong self-confidence
- Entrepreneurial spirit with a desire to positively impact others' lives
- Ability to work with and learn from top performers
- 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)
- Flexible schedule to maximize productivity and personal time
- FINRA sponsorship for required licensing
- Preliminary Employment Period (PEP) comprehensive 120-day hands-on training
- Virtual University access for continuous learning
- Mentorship opportunities
- Personalized coaching
- Leadership Development School access
- Professional Growth opportunities
- Sign-on payment eligibility