Wealth Management Associate- Career Transition Opportunity OR, Portland (5068)

Who Should Apply

Were seeking driven individuals with strong client-facing skills business acumen and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including :

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

Qualifications

Bachelors 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)

What We Offer

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

Ready to Make the Leap

If youre ready to bring your expertise into a new field and help others achieve financial clarity and confidence wed love to hear from you.

Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.

Equitable Advisors LLC member FINRA SIPC (Equitable Financial Advisors in MI and TN) and affiliate Equitable Network LLC (Equitable Network Insurance Agency of California LLC; Equitable Network Insurance Agency of Utah LLC; Equitable Network of Puerto Rico Inc.) Equitable Advisors LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M / F / D / V. GE-.1(10 / 25)(Exp.10 / 29)

• Discover a New Career Path in Wealth Management

Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field If youre looking to pivot from your current industry into a rewarding and impactful career Equitable Advisors invites you to explore the world of wealth management.

We value transferable skills such as client relationship management strategic thinking and a passion for helping others achieve their goals. Whether youre navigating a career shift or seeking greater fulfillment this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services.

Key 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

Required Experience :

IC

Key Skills

Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 8488828 - 8488828