Wealth Management Associate – Client Strategy & Growth

Equitable Advisors; Portland (OR); Sur place; USD 42 000 - 48 000; Plein temps

Avantages offerts par ce poste

Sign-On Bonus

Stable Pay 24 months

Benefits package

Résumé du poste

Equitable Advisors in Portland, OR is seeking a Wealth Management Associate to join an in-office team. You will engage clients, develop personalized financial strategies, discuss products and services, and support portfolio management while collaborating with licensed professionals.

The program includes FINRA licensing sponsorship, a 120-day training period, access to Virtual University, mentorship, and leadership development. Equitable offers a stable pay path and comprehensive benefits.

Qualifications

• Bachelor's degree or equivalent education/experience.
• Licenses required: State Life & Health, SIE, Series 7, Series 66.
• Authorized to work in the United States.

Responsabilités

• Engage clients and manage portfolios with ongoing communication.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss and tailor financial products and services to client needs.
• Maintain in-office presence for client meetings and collaborations.
• Balance professional commitments with personal time for productivity.

Connaissances

Communication skills

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization

Formation

Bachelor's degree or equivalent

Outils

State Life & Health license

SIE

Series 7

Series 66

Description du poste

Equitable Advisors in Portland, OR is seeking a Wealth Management Associate to join an in-office team. You will engage clients, develop personalized financial strategies, discuss products and services, and support portfolio management while collaborating with licensed professionals.

The program includes FINRA licensing sponsorship, a 120-day training period, access to Virtual University, mentorship, and leadership development. Equitable offers a stable pay path and comprehensive benefits.