Wealth Management Associate - WA, Bellevue (3693)
Company: Equitable Advisors
Location: Washington
Posted on: October 31, 2024
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Job Description:
Job Description - Wealth Management Associate - WA, Bellevue
(3693) (PIN_43832)Primary LocationUNITED
STATES-WA-BellevueOrganizationEquitable Advisors is a respected
wealth management firm with a proven track record in the industry.
We are driven by our mission to help our clients secure their
financial well-being, providing them confidence to pursue long and
fulfilling lives. We have a passion to make a positive impact on
the futures of individuals and businesses by offering financial
services and products that address their evolving financial needs
throughout their lifetime.Our PeopleOur Financial Professionals
come from a variety of backgrounds including recent college grads,
career crossovers, and experienced financial professionals, yet
they all share several key traits: demonstrated patterns of
success, values driven, entrepreneurial mindset, knack for
networking, and possess a desire to shape and protect their future
as well as those they serve.We value and respect people of all
backgrounds and focus on developing diverse talent and fostering an
inclusive work environment.Our Diversity, Equity, and Inclusion
(DEI) initiatives thrive from opportunities to participate in
activities such as employee resource groups and our
much-anticipated celebration of cultures and accomplishments at the
annual Diversity Summit.Social impact and community engagement
prosper through our programs such as "1,000 Hours of Giving Back"
sponsored by our Women's Network and "Equitable Excellence"
providing 200 college scholarships annually.Enjoy the flexibility
for Work Life Balance enabling us to identify with our authentic
selves.Training and SupportOur entry-level training curriculum is
designed to empower you with the skills and tools needed for
success: client relationship management, product knowledge, sales
techniques, market development, role play, and access to a full
suite of remote-work technology solutions. You will also upskill
from participating in local and national development programs as
well as joint-work opportunities for hands-on experience.Financial
professionals at every level of experience are looking for
continuing education and ways to expand their career by sharpening
their skills. We encourage pursuit of professional designations
including CERTIFIED FINANCIAL PLANNER--- (CFP -) Professional and
Chartered Financial Consultant (ChFC). In partnership with Columbia
University, Equitable Advisors offers a Holistic Financial Coach
certification within our specialized Holistic Life Planning
platform.We also have management opportunities for those wanting to
advance into leadership or just try it on in our Leadership
Development School.QualificationsRequirements
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Keywords: Equitable Advisors, Washington DC , Wealth Management Associate - WA, Bellevue (3693), Executive , Washington, DC
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