Wealth Management Associate - No Experience Required

Company: Equitable Advisors
Location: Bellevue
Posted on: June 22, 2022

Job Description:

We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.With us, you will be a part of a recognized and respected company that offers:o Compensation you control and a complete benefits packageo Personalized and comprehensive training and support in all areas important to building your businesso Sponsorship as well as coaching to obtain the licensing required for hireo Ability to focus in numerous areas from being a Certified Financial Planner professional, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focuso Ability to work jointly with senior joint-work partners and to be coached by top performerso Advancement and management opportunitieso A work-life balance and access to a full suite of remote-work technology solutionsYou can build your career on your own terms. No strict 9 to 5. No one-track path. No corporate ladder. Our growing field force enjoys the flexibility and balance our company provides. We believe success and maintaining a healthy lifestyle go hand-in-hand.ResponsibilitiesAs a Financial Professional, you will:o Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectiveso Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basiso Contact clients periodically to determine if there have been changes in their financial status.o Sell financial products and services including life insurance and annuities and investment optionsWhat It Takes to Be an Equitable Advisors' Financial Professionalo A four-year college degree is preferred but not requiredo You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)o 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 futureso Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidenceo Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationshipsNote: Applicants must be authorized to work in the United States.Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), 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. an Equitable Advisors is an equal opportunity employer M/F/D/V. GE-3702698 (08/21) (Exp.08/23)Job Type: Full-timePay: $43,015.00 - $137,836.00 per yearBenefits:401(k)401(k) matchingDental insuranceFlexible scheduleHealth insuranceLife insurancePaid time offReferral programRetirement planVision insuranceSchedule:8 hour shiftSupplemental Pay:Bonus payCommission payEducation:Bachelor's (Preferred)Work Location: One location

Keywords: Equitable Advisors, Bellevue , Wealth Management Associate - No Experience Required, Executive , Bellevue, Washington