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Wealth Manager - Retirement ; Portland
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-08-27
Listing for:
SupportFinity™
Part Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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
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