Entry-Level Financial Advisor — Milwaukee (In-Office, Training)

Equitable Advisors; Milwaukee (WI); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Comprehensive benefits programs

Sign-On Payment

Flexible schedule

Job summary

A leading financial services firm is seeking an Entry Level Financial Advisor in Milwaukee, WI. The role involves building client relationships, developing personalized financial strategies, and consulting on financial products. Candidates must hold a Bachelor's degree and be authorized to work in the U.S. The company offers comprehensive training, FINRA sponsorship, and benefits as part of a supportive work environment committed to social impact and community engagement.

Qualifications

• Must be authorized to work in the United States.
• Strong interpersonal and communication skills required.
• Track record of success and accomplishment preferred.

Responsibilities

• Build and nurture client relationships through networking events.
• Develop personalized financial strategies based on client objectives.
• Discuss financial products and services tailored to client needs.

Skills

Communication Skills

Values-driven

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent experience

Tools

FINRA Licenses (State Life & Health, SIE, Series 7, Series 66)

Job description

A leading financial services firm is seeking an Entry Level Financial Advisor in Milwaukee, WI. The role involves building client relationships, developing personalized financial strategies, and consulting on financial products. Candidates must hold a Bachelor's degree and be authorized to work in the U.S. The company offers comprehensive training, FINRA sponsorship, and benefits as part of a supportive work environment committed to social impact and community engagement.