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Wealth Management Trainee

Equitable Advisors LLC

Equitable Advisors in Portland, United States, seeks an in-office professional to build client relationships and develop personalized financial strategies. You will engage clients, manage portfolios, and discuss suitable financial products while maintaining strong communication and compliance with licensing requirements. The role includes FINRA sponsorship for required licenses, a 120-day training period (PEP), and ongoing professional growth opportunities through Equitable’s Virtual University #J-18808-Ljbffr

Vacancy posted 2 days ago
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