Retirement Benefits Wealth Advisor - Flexible Licensing Path

Equitable Advisors; Milwaukee (WI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

ESPP

Disability insurance

Life insurance

Transit reimbursement

Job summary

Equitable Advisors in Milwaukee, WI, is seeking a Wealth Management Associate in the Retirement Benefits Group. You will engage with professionals in education, healthcare, and government to tailor retirement solutions, while building your career through licensing and guided mentorship.

The role offers FINRA sponsorship, a 120-day hands-on training, and access to Virtual University, with opportunities to pursue CFP/ChFC designations.

Qualifications

• Bachelor's degree or equivalent skills/experience.
• FINRA licenses required or sponsorship provided (Series 7/66, SIE, Life & Health).
• Authorized to work in the United States.
• Strong interpersonal and communication abilities.

Responsibilities

• Engage with clients and expand your network in local markets.
• Educate clients on a wide range of financial products and services.
• Analyze client data, ensure confidentiality, and implement solutions.
• Collaborate with top performers and participate in training programs.

Skills

Communication skills

Self-confidence

Entrepreneurial mindset

Team collaboration

Work authorization United States

Education

Bachelor's degree or equivalent experience

FINRA licenses: Series 7/66, SIE, Life & Health

Job description

Equitable Advisors in Milwaukee, WI, is seeking a Wealth Management Associate in the Retirement Benefits Group. You will engage with professionals in education, healthcare, and government to tailor retirement solutions, while building your career through licensing and guided mentorship.

The role offers FINRA sponsorship, a 120-day hands-on training, and access to Virtual University, with opportunities to pursue CFP/ChFC designations.