Aspiring Wealth Manager | Licensing & Growth Path

Equitable Advisors; Milwaukee (WI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health, dental and vision

401(k)

ESPP

Disability insurance

Life Insurance

Transportation Reimbursement

Job summary

Equitable Advisors, a leader in wealth management, invites you to join the Retirement Benefits Group and help education, healthcare, and government professionals secure retirement. We offer a structured path to becoming a wealth manager through licensing and employment, with a flexible schedule designed to support work-life balance and meaningful income.

You will engage clients, explain our financial products, and implement tailored solutions.

Qualifications

• Bachelor's degree or equivalent experience.
• Licensing requirements include State Life & Health, SIE, Series 7, Series 66.
• Personal attributes: values-driven with a track record of success.
• Strong communication and interpersonal abilities with self-confidence.
• Entrepreneurial mindset with a desire to impact others.
• Ability to collaborate with top performers and learn.
• Authorized to work in the United States.

Responsibilities

• Engage clients and expand networks within established markets.
• Educate clients on a range of financial products and services and tailor solutions.
• Analyze and organize client data, ensure confidentiality, and implement recommended products.
• Maintain work-life balance with flexible scheduling.
• Work on-site with local schools and municipalities.

Skills

Education & licensing awareness

Interpersonal skills

Entrepreneurial mindset

Communication skills

Team collaboration

Work authorization (US)

Education

Bachelor's degree

Job description

Equitable Advisors, a leader in wealth management, invites you to join the Retirement Benefits Group and help education, healthcare, and government professionals secure retirement. We offer a structured path to becoming a wealth manager through licensing and employment, with a flexible schedule designed to support work-life balance and meaningful income.

You will engage clients, explain our financial products, and implement tailored solutions.