Wealth Management Associate: Licensing & Mentorship

equitable; Portland (OR); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Sign-on bonus

FINRA licensing sponsorship

Mentorship program

Virtual university

Competitive benefits

Job summary

Equitable Advisors seeks motivated professionals to join its wealth-management training path, with licensing sponsorship and hands-on mentoring. You will engage clients, build relationships, and help shape personalized financial strategies for diverse families.

This in-office role offers structured FINRA licensing support, an opportunity to advance through training programs, and potential eligibility for comprehensive benefits as you grow into a financial professional.

Qualifications

• Bachelor's degree or equivalent education required.
• Licensing: SIE, Series 7, Series 66, Life & Health required or pursued.
• Strong communication and interpersonal skills.
• Entrepreneurial mindset with a drive to help clients.

Responsibilities

• Engage with clients and build relationships through networking events and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Consult on financial products and services tailored to client needs.
• Represent in-office presence and contribute to ongoing client service excellence.

Skills

Client relations

Communication

Networking

Entrepreneurial mindset

Team collaboration

Education

Bachelor's degree or equivalent

Licensing: SIE, Series 7, Series 66, Life & Health

Job description

Equitable Advisors seeks motivated professionals to join its wealth-management training path, with licensing sponsorship and hands-on mentoring. You will engage clients, build relationships, and help shape personalized financial strategies for diverse families.

This in-office role offers structured FINRA licensing support, an opportunity to advance through training programs, and potential eligibility for comprehensive benefits as you grow into a financial professional.