Job Description
We're looking for highly motivated, results-driven individuals who want the opportunity to establish and potentially grow a book of business with the support and strength of one of the nation's leading financial services firms.
o Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
o Provide information/education to clients about the purpose and details of financial products, services and strategies.
o Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
o Contact clients periodically to determine if there have been changes in their financial status.
o Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
Job Requirements
o A four-year college degree
o 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 futures
o Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
o Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Note -- 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-3702679 (08/21) (Exp.08/23
Job Type: Full-time
Pay: $38,621.00 - $158,837.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Physical setting:
Schedule:
- Choose your own hours
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus opportunities
- Commission pay
- Signing bonus
Ability to commute/relocate:
- Bellevue, WA 98004: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
- Are you looking to work directly with clients?
Work Location: Hybrid remote in Bellevue, WA 98004