Junior Financial Advisor — Training & Licensing Path

Equitable Advisors; Milwaukee (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Biweekly pay

Commission & bonus earning potential

Comprehensive benefits

Job summary

Equitable Advisors is seeking an entry-level Financial Advisor in Milwaukee, WI to build client relationships, develop financial strategies, and provide product guidance with company-supported licensing. The role emphasizes in-office engagement and a pathway to wealth management through comprehensive training.

Training includes FINRA sponsorship, a 120-day hand-on program, and mentorship, with biweekly pay and potential commissions and bonuses as you grow your client base.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing required: State Life & Health, SIE, Series 7, Series 66.
• Values-driven with a track record of success and achievement.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial mindset with a desire to positively impact others.
• Ability to collaborate with top performers.
• Authorized to work in the United States.

Responsibilities

• Build and nurture client relationships through networking events and portfolio management.
• Understand clients' financial objectives and risk tolerance to devise personalized strategies.
• Discuss financial products and services tailored to clients' unique situations.
• In-office presence required to engage with clients and team.

Skills

Client engagement

Financial strategy development

Product & service consultation

Communication skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent

Job description

Equitable Advisors is seeking an entry-level Financial Advisor in Milwaukee, WI to build client relationships, develop financial strategies, and provide product guidance with company-supported licensing. The role emphasizes in-office engagement and a pathway to wealth management through comprehensive training.

Training includes FINRA sponsorship, a 120-day hand-on program, and mentorship, with biweekly pay and potential commissions and bonuses as you grow your client base.