Purpose-Driven Wealth Advisor

Equitable Advisors; Madison (WI); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health, dental, and vision insurance

401(k) and Employee Stock Purchase

Life and disability insurance

Transportation reimbursement

In‑office environment with schedule

Résumé du poste

Equitable Advisors is seeking a purpose-driven financial professional in Madison, WI, to build a client-focused practice helping individuals and families achieve their financial goals.

You'll receive industry-leading training, mentorship, and tools to grow a lasting practice, with Finra licensing support and ongoing development. This role emphasizes flexible, client-centered guidance and long-term relationships.

Qualifications

• Candidates with experience in client-facing roles such as business development, banking, real estate, insurance, or hospitality.
• Must have permanent U.S. work authorization and not require future sponsorship.
• Coachable, resilient, and eager to learn.

Responsabilités

• Develop relationships with individuals and families by listening closely, understanding their goals, and helping turn uncertainty into confidence through thoughtful financial guidance.
• Expand your client base through referrals, networking, and community involvement—earning trust over time and becoming the person clients rely on for important financial decisions.
• Introduce investment, insurance, and wealth strategies aligned to each client’s life stage, priorities, and aspirations.

Description du poste

Equitable Advisors is seeking a purpose-driven financial professional in Madison, WI, to build a client-focused practice helping individuals and families achieve their financial goals.

You'll receive industry-leading training, mentorship, and tools to grow a lasting practice, with Finra licensing support and ongoing development. This role emphasizes flexible, client-centered guidance and long-term relationships.