Wealth Advisor Trainee — FINRA Licensing & Mentorship

equitable; Portland (OR); On-site; USD 43,000 - 45,000; Full time

Benefits offered by this job

Sign-on bonus (eligible)

Stable pay

Commissions & bonus

Benefits package

Job summary

Equitable Advisors is seeking a driven Wealth Manager in an in-office role to engage clients, develop personalized financial strategies, and discuss investment products. You will build relationships through events and ongoing communication while guiding clients toward their financial goals.

The position emphasizes licensing sponsorship (FINRA) and structured training, with a pathway to becoming a certified financial professional as you advance your career within Equitable Advisors.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.

Responsibilities

• Engage clients and nurture relationships through networking events and regular updates.
• Develop financial strategies by assessing objectives and risk tolerance.
• Advise on products and services tailored to client situations.

Skills

Client relationships

Portfolio management

Financial strategy

Communication

Licensing: Series 7/66/SIE

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking a driven Wealth Manager in an in-office role to engage clients, develop personalized financial strategies, and discuss investment products. You will build relationships through events and ongoing communication while guiding clients toward their financial goals.

The position emphasizes licensing sponsorship (FINRA) and structured training, with a pathway to becoming a certified financial professional as you advance your career within Equitable Advisors.