Producer Assistant

About The Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives—a mission we’ve honed since 1859. Equitable Advisors in Bellevue, WA is seeking an Associate Financial Planner to support a collaborative team of twelve experienced Financial Advisors. This is a financial planning role designed for early to mid-career financial planning professionals who are building a long-term career in financial planning, wealth management, and advisory services. In this role, you will be a key partner to our Producer(s), helping deliver a seamless, high quality experience to our clients. You’ll serve as a primary point of contact, manage schedules and client communications, and play a critical role in preparing financial planning materials, processing account applications, and supporting investment transfers. In this position, you will gain further hands-on experience across financial planning, investments, and client service while working directly with Advisors in a fiduciary-focused advisory practice. The role offers structured mentorship, exposure to real client relationships, and opportunities for professional growth.

What You'll Be Doing

• Financial Planning & Analysis:
  • Prepare financial analyses and assist in developing comprehensive financial plans
  • Serve as a primary point of contact, managing schedules and client communications
  • Manage financial plan implementation and ongoing client reviews
  • Coordinate with approved vendors for investment or research analysis as needed
  • Identify planning gaps and proactive client solutions
  • Take increasing ownership of financial plan preparation and client deliverables
• Portfolio and Investment Support:
  • Assist with investment portfolio analysis, rebalancing, and administration
  • Maintain accurate portfolio, account, and performance data
  • Ongoing investment monitoring and documentation
• Client and Advisor Support:
  • Process client service requests and follow through to resolution
  • Coordinate with internal team members to deliver a seamless client experience
  • Maintain accurate and up-to-date client records in CRM and planning systems
  • Serve as a key planning resource to Advisors across multiple client relationships
• Process Improvement and Technology:
  • Aid in improving workflows, procedures, and documentation
  • Utilize financial planning and investment tools to enhance efficiency
  • Contribute ideas to improve both the client and Advisor experience

Pay and Benefits

The base salary range for this position is $50,000 - $60,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please refer to the link below. Equitable Pay and Benefits: Equitable Total Rewards Program