Wealth Management Associate - WA, Bellevue (5014)
Equitable AdvisorsBellevue, Washington, United States
Posted October 22, 2025
43500 - 43500 USD year
Full Time
About the Company
Equitable Advisors is committed to making a difference in the lives of its people and their communities.
Job Description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness.
Requirements
- Build and nurture client relationships through networking events and portfolio management
- Understand clients' financial objectives and risk tolerance to devise personalized strategies
- Discuss financial products and services tailored to clients' unique situations
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 FINRA licensing
- Preliminary Employment Period (PEP) with comprehensive 120-day hands-on training
- Access to Equitable Advisors' Virtual University for continuous learning
- Mentorship opportunities
- Personalized Coaching
- Leadership Development School for those with management ambition
- Professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program