Wealth Management Associate - WA, Bellevue (2631)

Wealth Management Associate role at Equitable Advisors, dedicated to making a positive impact in the lives of its clients. The role involves building client relationships, developing financial strategies, and working with top performers. Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Requirements

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

Benefits

• Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement
• Stable Pay: $43,500 annually for up to 24 months
• Commissions and Bonus
• Benefits Eligibility: health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life Insurance, and Transportation Reimbursement Incentive Program (TRIP)