Wealth Manager Trainee - Licensing & Mentorship Path

Equitable Advisors; Portland (OR); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

FINRA licensing sponsorship

120-day hands-on training (PEP)

Mentorship programs

Stable biweekly pay during training

Job summary

Equitable Advisors in the United States seeks driven financial professionals to build client relationships and manage portfolios. You will develop tailored financial strategies aligned with clients' goals and risk tolerance, then discuss suitable products and services.

The role emphasizes collaboration with top performers and ongoing professional development. In-office presence is required, with FINRA licensing sponsorship and a structured 120-day training period.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Strong communication and interpersonal abilities with a results-driven mindset.
• Entrepreneurial spirit and ability to collaborate with top performers.
• Must be authorized to work in the United States.

Responsibilities

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

Skills

Client engagement

Financial strategy development

Product and service consultation

Licensing (FINRA)

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in the United States seeks driven financial professionals to build client relationships and manage portfolios. You will develop tailored financial strategies aligned with clients' goals and risk tolerance, then discuss suitable products and services.

The role emphasizes collaboration with top performers and ongoing professional development. In-office presence is required, with FINRA licensing sponsorship and a structured 120-day training period.