Junior Financial Advisor: Licensing & Flexible Schedule

Equitable Advisors; Madison, Northern (WI, KY); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health benefits

401(k)

ESPP

Disability insurance

Life insurance

TRIP

Job summary

Equitable Advisors is seeking an Entry Level – Financial Advisor in Madison, WI to build client relationships, develop financial strategies, and consult on products and services. In-office presence is required, with FINRA sponsorship and a 120-day training period through the PEP and Virtual University.

The role offers a structured path to wealth management, with comprehensive benefits, mentorship, and opportunities to pursue CFP, ChFC, and other credentials.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing requirements.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others.
• Ability to work with and learn from top performers.
• Must be authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.
• Discuss financial products and services tailored to clients' unique situations.

Skills

Communication skills

Work authorization

Entrepreneurial mindset

Team collaboration

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking an Entry Level – Financial Advisor in Madison, WI to build client relationships, develop financial strategies, and consult on products and services. In-office presence is required, with FINRA sponsorship and a 120-day training period through the PEP and Virtual University.

The role offers a structured path to wealth management, with comprehensive benefits, mentorship, and opportunities to pursue CFP, ChFC, and other credentials.