Equitable Advisors ยท 1 day ago
Wealth Management Associate
Portland, Oregon Metropolitan Area
Full-time
Onsite
New Grad, Entry Level
$44K/yr - $44K/yrEquitable Advisors is dedicated to making a positive impact in the lives of its clients through a network of over 4,300 financial professionals across the U.S. The Wealth Management Associate role involves building and nurturing client relationships, developing personalized financial strategies, and providing tailored product consultations to help clients achieve their financial goals.
Financial Services
Hiring Manager
Hugo Granja Flores
Responsibilities
Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Discuss financial products and services tailored to clients' unique situations
Qualification
Required
Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing
Values-driven with a track record of success and accomplishment
Excellent interpersonal and communication abilities with strong self-confidence
Entrepreneurial spirit with a desire to positively impact others' lives
Ability to work with and learn from top performers
Must be authorized to work in the United States
In-office presence required
Benefits
Health, dental and vision
401(k)
Employee Stock Purchase Plan (ESPP)
Disability
Life Insurance
Transportation Reimbursement Incentive Program (TRIP)
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase