Entry-Level Financial Advisor | Licensing & Mentorship

Equitable Advisors; Milwaukee (WI); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

FINRA Sponsorship

Mentorship

Leadership Development

Stable Pay

Commissions & Bonus

Health benefits

401(k)

ESPP

Job summary

Equitable Advisors in Milwaukee seeks an Entry Level Financial Advisor to build client relationships, understand financial objectives, and deliver personalized strategies aligned with risk tolerance.

The program includes FINRA licensing sponsorship, a 120‑day hands-on training plan, mentorship from a local Vice President, and pathways toward CFP® and ChFC designations, with biweekly pay, commissions, and a comprehensive benefits package.

Qualifications

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence is required for this role.
• Benefits of a flexible schedule to balance work and life.
• Authorization to work in the United States is required.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Client engagement

Relationship building

Communication

Networking

Entrepreneurial spirit

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors in Milwaukee seeks an Entry Level Financial Advisor to build client relationships, understand financial objectives, and deliver personalized strategies aligned with risk tolerance.

The program includes FINRA licensing sponsorship, a 120‑day hands-on training plan, mentorship from a local Vice President, and pathways toward CFP® and ChFC designations, with biweekly pay, commissions, and a comprehensive benefits package.