Financial Professional – Retirement Benefits Group

Equitable Advisors

Milwaukee (WI)

On-site

USD 40,000 - 60,000

Full time

14 days+

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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

Empowering clients and new advisors through financial education, analyst, and planning

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

Client Engagement: Cultivate and expand your network within established markets.
Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services.
Work-Life Balance: Flexible schedule to maximize productivity and personal time.
Location: Working outside the office in local schools and municipalities.

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience.
Licensing: State Life & Health, SIE, Series 7, Series 66.
Personal Attributes: values-driven with a track record of success and accomplishment.
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
Collaboration: ability to work with and learn from top performers.
Work Authorization: must be authorized to work in the United States.

Training & Development

FINRA Sponsorship: provided for required FINRA licensing.
Preliminary Employment Period (PEP): comprehensive 120‑day hands‑on training.
Virtual University: access to Equitable Advisors' Virtual University for continuous learning.
Mentorship: opportunities for joint work and mentorship.
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed.
Leadership Development: access to Leadership Development School for those with management ambition.
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program.
Sign‑On Payment: Based on the time it takes you to complete the company‑sponsored required FINRA licenses and registrations and enter PEP.
Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management.
Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life Insurance, and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.GE-7814452.1 (4/25) (Exp.4/29)

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