Wealth Management Associate - Client Strategy & Growth
equitable advisorsPortland, ME
Wealth Management Associate - Client Strategy & Growth
equitable advisorsPortland, MEMid L4
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting Services
APPLY NOW (opens in a new tab)Equitable Advisors in Portland, OR is seeking a Wealth Management Associate to join an in-office team. You will engage clients, develop personalized financial strategies, discuss products and services, and support portfolio management while collaborating with licensed professionals. The program includes FINRA licensing sponsorship, a 120-day training period, access to Virtual University, mentorship, and leadership development. Equitable offers a stable pay path and comprehensive benefits.
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Level
Mid L4
Location
Portland, ME
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago