Entry-Level Wealth Manager: Training & Licensing Included

Equitable Advisors; Madison (WI); On-site; USD 30,000 - 45,000; Part time

Benefits offered by this job

Comprehensive benefits including health, dental, and vision

401(k) and Employee Stock Purchase Plan (ESPP)

Flexible scheduling for work-life balance

Job summary

A financial services firm is seeking an Entry Level Wealth Manager in Madison, WI. This role involves client engagement, financial strategy development, and product consultation. Required qualifications include a Bachelor's degree and successful completion of FINRA licensing. The firm offers a structured approach to professional growth with mentorship and training programs. Join a company committed to making a positive impact in clients' lives while enjoying a flexible work schedule.

Qualifications

• Must be authorized to work in the United States.
• Excellent communication skills are essential.
• Values-driven with a desire to positively impact others.

Responsibilities

• Build and nurture client relationships through networking events.
• Understand clients' financial objectives to devise personalized strategies.
• Consult on financial products tailored to clients' needs.

Skills

Excellent interpersonal and communication skills

Values-driven with a track record of success

Entrepreneurial spirit

Ability to collaborate and learn from top performers

Education

Bachelor's degree or equivalent skills

Tools

FINRA licensing

Job description

A financial services firm is seeking an Entry Level Wealth Manager in Madison, WI. This role involves client engagement, financial strategy development, and product consultation. Required qualifications include a Bachelor's degree and successful completion of FINRA licensing. The firm offers a structured approach to professional growth with mentorship and training programs. Join a company committed to making a positive impact in clients' lives while enjoying a flexible work schedule.