Job description

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:

• Office

Schedule:

• Choose your own hours
• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus pay
• 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)?

Work Location: Hybrid remote in Bellevue, WA 98004

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