Aspiring Wealth Manager - Licensing & Training Path

Socket.dev; Madison (WI); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k)

ESPP

Travel reimbursement

Job summary

Equitable Advisors in Madison, WI is seeking a licensed financial professional to build client relationships, develop tailored financial strategies, and guide clients toward their goals through licensed product recommendations.

The role includes FINRA sponsorship for required licenses, a comprehensive training period, and mentorship. It offers biweekly pay with commissions/bonuses and extensive benefits in a collaborative, growth-focused environment.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a proven track record of success.

Responsibilities

• Build and nurture client relationships through networking and portfolio management.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Discuss financial products and services tailored to each client's situation.
• Maintain in-office presence as part of the client engagement model.
• Support work-life balance through a flexible schedule.

Skills

Client Engagement

Financial Planning

Communication Skills

Interpersonal Skills

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in Madison, WI is seeking a licensed financial professional to build client relationships, develop tailored financial strategies, and guide clients toward their goals through licensed product recommendations.

The role includes FINRA sponsorship for required licenses, a comprehensive training period, and mentorship. It offers biweekly pay with commissions/bonuses and extensive benefits in a collaborative, growth-focused environment.