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What is it like to work at Equitable?

Equitable is a company that values collaboration and innovation, fostering a culture of teamwork and mutual support among its employees. The company's structure is designed to promote a dynamic work environment, with various teams working together to achieve its mission of helping people and businesses prosper. Working at Equitable may appeal to candidates who are passionate about making a positive impact and are looking for a challenging and rewarding career in the financial services industry.

What makes Equitable an attractive place to work?

Equitable is a leading financial services company with a long history of innovation and commitment to customer satisfaction. The company offers a dynamic work environment that fosters collaboration, creativity, and professional growth, with opportunities to work on cutting-edge projects and develop new skills. By joining Equitable, individuals can contribute to the company's mission of helping people and businesses achieve their financial goals, while also advancing their own careers and making a meaningful impact in the industry.

Do workers at Equitable get paid breaks?

Yes. Most people get paid breaks.
83% of people say they get paid breaks.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and July 2025.

Does Equitable pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

At Equitable, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
75% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 8 people who took the Breakroom Quiz between May 2025 and March 2026.

Is the health insurance from Equitable affordable enough for their workers?

Most people say the health insurance costs are okay.
86% of people say the health insurance costs are okay
Based on data from 7 people who took the Breakroom Quiz between March 2025 and March 2026.

Do people get paid time off at Equitable?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 9 people who took the Breakroom Quiz between May 2025 and March 2026.

Do workers at Equitable worry about hours?

Most people don’t worry about getting enough hours.
86% of people report they don’t worry about getting enough hours.
Based on data from 7 people who took the Breakroom Quiz between January 2025 and December 2025.

How easy is it to get time off at Equitable?

Most people find it easy to get time off.
95% of people report it’s easy to get time off.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and February 2026.

Do Equitable managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
83% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

Do jobs at Equitable spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
17% of people report that their job takes up time that they don’t get paid for.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

How easy is it to take sick days at Equitable?

Most people find it easy to take sick days.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.

Is working at Equitable good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and December 2025.

Do people at Equitable feel treated with respect by their managers?

Most people feel treated with respect by their managers.
86% of people say they’re treated with respect by their managers.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable get to take their breaks without interruption?

Most people get breaks without interruption.
94% of people report that they get to take their breaks without interruption.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

Is it stressful to work at Equitable?

Some people feel stressed here.
55% of people say they often feel stressed at work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable enjoy their jobs?

Most people enjoy their job.
68% of people report they enjoy their job.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable recommend working with their team?

Only some people recommend working with their team.
41% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 22 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get enough training when they start at Equitable?

Some people didn’t get enough training when they started.
35% of people report they didn’t get enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get support to advance at Equitable?

Most people are given support to advance their career here.
In the last year, 71% of people report being given support to advance their career here.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people think Equitable’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
67% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and March 2026.

Do workers feel well informed about how Equitable is doing?

Most people feel well informed about how the company is doing.
84% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.

What are the most popular titles at Equitable?

What are the most popular cities for Equitable jobs?

What are the most popular states for Equitable jobs?

What are the most popular job types at Equitable?

What are the most popular categories at Equitable?

Infographic showing various job openings at Equitable in the United States as of August 2026, with employment types broken down into 7% Internship, and 93% Full Time. Highlights an 44% Physical, 14% Hybrid, and 42% Remote job distribution.

Wealth Management Associate - Retirement Benefits Group - WA, Bellevue (3178)

Equitable

Bellevue, WA • On-site, Remote

$250 - $1.0K/wk

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 29 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

  • Client Engagement: Cultivate and expand your network within established markets
  • Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
  • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
  • Work-Life Balance:  Flexible schedule to maximize productivity and personal time
  • Location: Working outside the office in local schools and municipalities

Skills & Experience

  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development

  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: 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
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program  

Compensation & Benefits

  • Sign-On Payment Eligibility: $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.   
  • Base Salary:  After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional.
  • Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus.
  • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.  

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our 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, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V.  GE-7814452.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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