Wealth Manager - Retirement Benefits (Portland) | Flexible
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Equitable Advisors in Portland, OR seeks a part-time Wealth Management Associate in the Retirement Benefits Group. You’ll begin a licensed wealth management path through FINRA sponsorship, with a 120-day training and access to our Virtual University. Responsibilities include cultivating client networks, educating on financial products, and processing data while upholding confidentiality. The program offers flexibility, mentorship from a regional VP, and opportunities to pursue CFP, ChFC, or #J-18808-Ljbffr SupportFinity™
Vacancy posted 17 hours ago
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