Wealth Management Associate (Licensing Sponsorship)

Equitable Advisors; Portland (OR); On-site; USD 42,000 - 70,000; Full time

Job summary

Equitable Advisors in Portland, OR is seeking a Financial Services Professional to build client relationships, assess financial objectives, and develop personalized strategies. In-office presence is required, with a flexible schedule to balance work and personal time.

The role offers FINRA licensing sponsorship, a 120-day training period, and a path toward CFP/ChFC designations. Compensation includes stable biweekly pay during the training and opportunities for commissions and bonuses.

Qualifications

• Bachelor's degree or equivalent skills and 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' lives.
• Ability to work with and learn from top performers.
• Work authorization to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations
• In-office presence required
• Flexible schedule to maximize productivity and personal time

Skills

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization in US

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in Portland, OR is seeking a Financial Services Professional to build client relationships, assess financial objectives, and develop personalized strategies. In-office presence is required, with a flexible schedule to balance work and personal time.

The role offers FINRA licensing sponsorship, a 120-day training period, and a path toward CFP/ChFC designations. Compensation includes stable biweekly pay during the training and opportunities for commissions and bonuses.