Entry-Level Wealth Advisor | Flexible Growth Path

Equitable Advisors; Milwaukee (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan

Employee Stock Purchase Plan

Comprehensive benefits program

Job summary

A leading wealth management firm is seeking entry-level financial advisors to empower clients through financial education and planning. Responsibilities include cultivating client relationships, consulting on products, and ensuring effective service implementation. Candidates should possess or be willing to obtain relevant FINRA licenses. The position offers flexible scheduling, training opportunities, and a comprehensive benefits package, promoting a culture of community engagement and personal development. Join us to make a positive impact in people's lives.

Qualifications

• Must have State Life & Health, SIE, Series 7, Series 66 licenses.
• Values-driven with a track record of success.
• Ability to work with and learn from top performers.

Responsibilities

• Cultivate and expand network within established markets.
• Educate clients on diverse financial products.
• Analyze and implement client data maintaining confidentiality.

Skills

Interpersonal skills

Communication abilities

Entrepreneurial mindset

Collaboration

Education

Bachelor's degree or equivalent

Tools

FINRA Licensing

Job description

A leading wealth management firm is seeking entry-level financial advisors to empower clients through financial education and planning. Responsibilities include cultivating client relationships, consulting on products, and ensuring effective service implementation. Candidates should possess or be willing to obtain relevant FINRA licenses. The position offers flexible scheduling, training opportunities, and a comprehensive benefits package, promoting a culture of community engagement and personal development. Join us to make a positive impact in people's lives.