Wealth Management Associate - Client Strategy & Growth
equitable advisorsPortland, ME
Wealth Management Associate - Client Strategy & Growth
L4
equitable advisorsPortland, ME7 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting ServicesEquitable 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
MidL4
Location
Portland, ME
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
7 days ago
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