Emerging - Financial Planner

Equitable Advisors; Milwaukee (WI); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Flexible schedule

Comprehensive benefits programs

Stable pay

Career development opportunities

Life Insurance

Transportation Reimbursement Incentive

Job summary

A financial services firm in Milwaukee is seeking a Talent Engagement Partner to enhance client engagement and develop personalized financial strategies. The ideal candidate will have a bachelor's degree, relevant licensing (State Life & Health, SIE, Series 7, Series 66), and excellent communication skills. This full-time role emphasizes work-life balance with a requirement for in-office presence while offering structured paths for personal and professional growth.

Qualifications

• Must have a bachelor's degree or equivalent experience.
• State Life & Health, SIE, Series 7, and Series 66 licensing required.
• Excellent communication and interpersonal skills essential.
• Excellent interpersonal and communication abilities with strong self-confidence
• Entrepreneurial spirit with a desire to positively impact others' lives
• Ability to work with and learn from top performers
• Authorized to work in the United States

Responsibilities

• Build and nurture client relationships via portfolio management.
• Understand clients' financial goals and devise personalized strategies.
• Consult on financial products tailored to clients' unique situations.
• In-office presence required
• Flexible schedule to maximize productivity and personal time

Skills

Client Engagement

Financial Strategy Development

Communication Skills

Collaboration

Entrepreneurial Mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills

Tools

State Life & Health

SIE

Series 7

Series 66

Job description

Talent Engagement Partner, National Recruiting Operations | Connecting Top Talent with Growth Opportunities in Financial Planning | Empowering the…

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
• Location: In-office presence required
• Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

• Education: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: values-driven with a track record of success and accomplishment
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

Training & Development

• FINRA Sponsorship: provided for required FINRA licensing
• Preliminary Employment Period (PEP): comprehensive 120-day hands‑on training
• Virtual University: access to Equitable Advisors' Virtual University for continuous learning
• Mentorship: opportunities for joint work and mentorship
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
• Sign‑On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
• Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
• Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance, Sales, and Strategy/Planning

Referrals increase your chances of interviewing at Equitable Advisors by 2x.