Purpose-Driven Wealth Advisor

Equitable Advisors; Madison (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) and Employee Stock PurchasePlan

Life and disability insurance

Transportation reimbursement

In‑office environment with schedule

Job summary

Equitable Advisors is seeking motivated individuals to build a purpose‑driven financial practice in a collaborative, growth‑oriented environment. You will learn through structured training, mentors, and proven tools while helping clients pursue their financial goals.

You’ll develop relationships, generate referrals, and offer tailored investment and insurance guidance, enjoying flexible independence and ongoing support from leadership. This role emphasizes long‑term client service.

Qualifications

• Must have permanent U.S. work authorization.
• Experience in client‑facing roles such as banking, real estate, insurance, or hospitality is valued.
• Willingness to participate in FINRA licensing and ongoing training.

Responsibilities

• Develop relationships with individuals and families by listening closely and guiding financial decisions.
• Grow your client base through referrals, networking, and community involvement.
• Offer investment, insurance, and wealth strategies aligned to client life stages and goals.
• Manage opportunities with leadership and mentorship to build a lasting practice.

Job description

Equitable Advisors is seeking motivated individuals to build a purpose‑driven financial practice in a collaborative, growth‑oriented environment. You will learn through structured training, mentors, and proven tools while helping clients pursue their financial goals.

You’ll develop relationships, generate referrals, and offer tailored investment and insurance guidance, enjoying flexible independence and ongoing support from leadership. This role emphasizes long‑term client service.