Retirement Benefits Advisor: Path to Wealth Management

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

Benefits offered by this job

FINRA sponsorship

Virtual University

Mentorship

Leadership Development School

Health, dental & vision

Job summary

Equitable Advisors is seeking Financial Professionals for the Retirement Benefits Group in Wisconsin. You will engage clients, educate them on a range of financial products, and implement tailored solutions to meet retirement needs.

The role emphasizes flexibility and community involvement, working with schools and municipalities in the Madison area. The path includes FINRA licensing, training through Virtual University, mentorship, and leadership development opportunities, with a base salary

Qualifications

• Education: Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Work Authorization: must be authorized to work in the United States

Responsibilities

• Client engagement and network expansion
• Educate clients on financial products and services
• Analyze client data and ensure confidentiality
• Flexible schedule to balance work-life
• Work locally in schools and municipalities

Skills

Bachelor's degree

Licensing

Communication skills

Entrepreneurial spirit

Collaboration

Work authorization

Education

Bachelor's degree

Job description

Equitable Advisors is seeking Financial Professionals for the Retirement Benefits Group in Wisconsin. You will engage clients, educate them on a range of financial products, and implement tailored solutions to meet retirement needs.

The role emphasizes flexibility and community involvement, working with schools and municipalities in the Madison area. The path includes FINRA licensing, training through Virtual University, mentorship, and leadership development opportunities, with a base salary