Wealth Management Associate - Client Strategy & Growth
equitable advisorsPortland (ME)
Wealth Management Associate - Client Strategy & Growth
Posted 2 days ago
equitable advisorsPortland (ME)
SENIORITY
Mid
About the role
Equitable 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.