Financial Advisor: Path to Wealth Manager & Licensing

equitable; Madison (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Equitable Advisors in Madison, WI seeks a driven wealth professional to build client relationships, manage portfolios, and deliver personalized financial guidance through licensing pathways.

You will assess clients’ objectives and risk tolerance, tailoring strategies while participating in a structured training program and in-office collaboration that supports ongoing professional growth toward CFP and other credentials.

Qualifications

• Licensing requirements include State Life & Health, SIE, Series 7 and Series 66.
• Excellent interpersonal and communication abilities.
• Entrepreneurial mindset with a drive to help others.
• Ability to collaborate with top performers.
• Must be authorized to work in the United States.
• Values-driven and track record of success.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Develop and implement financial strategies based on client objectives and risk tolerance.
• Consult on financial products and services tailored to clients' situations.
• Maintain in-office presence.
• Balance work with personal time.

Skills

Licensing

Communication Skills

Mindset

Collaboration

Work Authorization

Personal Attributes

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in Madison, WI seeks a driven wealth professional to build client relationships, manage portfolios, and deliver personalized financial guidance through licensing pathways.

You will assess clients’ objectives and risk tolerance, tailoring strategies while participating in a structured training program and in-office collaboration that supports ongoing professional growth toward CFP and other credentials.