Equitable · 2 months ago
Wealth Management Associate- Career Transition Opportunity - OR, Portland (5068)
UNITED STATES-OR-Portland
Full-time
Onsite
New Grad, Entry LevelEquitable Advisors is inviting experienced professionals to explore a career in wealth management. The Wealth Management Associate role involves building client relationships, educating clients on financial products, and collaborating with senior advisors to provide financial solutions.
BankingConsultingFinancial Services
Responsibilities
Build and manage relationships with clients to understand their financial goals and needs
Educate clients on financial products and services
Collaborate with senior advisors to deliver financial solutions
Stay current on market trends, financial regulations, and product offerings
Participate in ongoing training and certification programs
Qualification
Required
Bachelor's degree or equivalent skills
Strong interpersonal and communication skills
Proven ability to build trust and long-term relationships
Self-motivated with a growth mindset and entrepreneurial spirit
Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)
Preferred
Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation
Legal Professionals, experienced in compliance, trust management, and client advocacy
Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking
Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs
Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction
Benefits
Structured training and mentorship
Competitive compensation with performance-based incentives
Benefits package including health and 401(k) retirement plan
Pathway to professional certifications and career advancement
Supportive, collaborative team environment
Opportunity to make a meaningful impact in clients’ lives
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
2025-10-27
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