Wealth Management Trainee - Licensing & Mentorship

Equitable Advisors; Portland (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

Equitable Advisors in Portland, OR seeks a Financial Services Professional to build client relationships, develop personalized financial strategies and discuss suitable products and services. The role requires in-office presence and a proactive, service-driven mindset.

You will work through a structured training path with FINRA licensing sponsorship, mentorship from a local VP, and ongoing opportunities to pursue professional designations while earning commissions and eligible benefits.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Must be authorized to work in the United States.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Excellent interpersonal and communication abilities with strong self-confidence.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• Location: In-office presence required.
• Maintain consistent communication and progress tracking with clients.

Skills

Communication

Self-confidence

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Portland, OR seeks a Financial Services Professional to build client relationships, develop personalized financial strategies and discuss suitable products and services. The role requires in-office presence and a proactive, service-driven mindset.

You will work through a structured training path with FINRA licensing sponsorship, mentorship from a local VP, and ongoing opportunities to pursue professional designations while earning commissions and eligible benefits.