Financial Services Professional - WA, Tri Cities (5261)

EQH•Seattle, WA

1d•$43,500•Onsite

About The Position

Equitable Advisors is seeking to attract top talent and expand its community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. 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. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights include 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.

Requirements

Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing
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
Must be authorized to work in the United States

Nice To Haves

Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Responsibilities

Build and nurture client relationships through networking events and portfolio management
Ensure consistent communication and progress tracking with clients
Understand clients' financial objectives and risk tolerance to devise personalized strategies
Offer clear recommendations and guidance to clients
Discuss financial products and services tailored to clients' unique situations

Benefits

Provided for required FINRA licensing
Comprehensive 120-day hands-on training
Access to Equitable Advisors' Virtual University for continuous learning
Opportunities for joint work and mentorship
Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Access to Leadership Development School for those with management ambition
$250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $43,500 annually.
In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Wellness programs
Employee resource groups
Flexible schedule