Wealth Management Trainee

Equitable Advisors; Portland (OR); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

ESPP

Disability insurance

Life Insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors in Portland, United States, seeks an in-office professional to build client relationships and develop personalized financial strategies. You will engage clients, manage portfolios, and discuss suitable financial products while maintaining strong communication and compliance with licensing requirements.

The role includes FINRA sponsorship for required licenses, a 120-day training period (PEP), and ongoing professional growth opportunities through Equitable’s Virtual University

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Values-driven mindset with a track record of success and achievement.
• Excellent interpersonal and communication abilities with confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to collaborate with top performers.
• U.S. work authorization required.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies and guidance.
• Discuss financial products and services tailored to clients' situations.

Skills

Client engagement

Financial strategy

Communication

Entrepreneurial spirit

Collaboration

Work authorization

Education

Bachelor's degree or equivalent experience

Job description

Equitable Advisors in Portland, United States, seeks an in-office professional to build client relationships and develop personalized financial strategies. You will engage clients, manage portfolios, and discuss suitable financial products while maintaining strong communication and compliance with licensing requirements.

The role includes FINRA sponsorship for required licenses, a 120-day training period (PEP), and ongoing professional growth opportunities through Equitable’s Virtual University