Wealth Management Associate

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

OverviewYour path to a purpose‑driven practice starts here.

At Equitable Advisors, you’ll find a purpose‑driven career path helping people secure their financial well‑being—while you do the same. Here, you’re part of a collaborative culture that invests in your growth from day one and supports you as you build lasting relationships with clients.

You’ll get to know people not just by their numbers, but by the values and life stories behind them, becoming a trusted coach during life’s biggest milestones. With structured training, experienced mentors, and proven tools, you’ll build the skills, confidence, and relationships needed to grow a meaningful, long‑term practice.

What You’ll Do

Build a Purpose‑Driven Practice

Develop relationships with individuals and families by listening closely, understanding their goals, and helping turn uncertainty into confidence through thoughtful financial guidance.

Grow Through Client Relationships

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.

Own Your Growth—With Support

You’ll manage your opportunities and momentum, but never on your own. Our leadership, training, and collaborative culture are designed to support and reward your progress.

Earn Flexibility Through Supported Independence

As your practice grows, you gain greater control over your schedule and work‑life balance—flexibility that’s permanent, backed by mentorship every step of the way.

Who Thrives Here

• Individuals motivated by helping people and building long‑term relationships
• Confident communicators who enjoy connecting, listening, and guiding decisions
• Goal‑oriented professionals excited by personal, professional, and financial growth
• Candidates with experience in client‑facing roles such as business development, banking, real estate, insurance, or hospitality
• Those who are coachable, resilient, and eager to learn
• Prior financial experience is helpful, but not required
• Must have permanent U.S. work authorization and not require future sponsorship

Training & Development

We invest in your development with industry‑leading training and a built‑in support system, including:

• FINRA sponsorship for required securities and insurance licensing
• A structured launch program focused on real‑world client interactions and skill development
• Opportunities for mentorship from experienced professionals
• Ongoing coaching and development as your practice grows
• Stable Pay: Bi‑weekly stable pay for up to 24 months while you build your practice
• Performance‑Based Earnings: Your impact drives your earnings, with milestone recognition starting with a sign‑on payment tied to your FINRA licensing completion.
• Long‑Term Income Potential: Recurring revenue from lasting client relationships

Benefits & Support

• Health, dental, and vision insurance
• 401(k) and Employee Stock Purchase Plan
• Life and disability insurance
• Transportation reimbursement and additional incentives
• In‑office environment with schedule flexibility

Why Equitable Advisors

• A career that will serve you well tomorrow—not just today
• The chance to build something meaningful, without going it alone
• A firm committed to people, purpose, and long‑term growth

At Equitable Advisors, the fulfillment that comes from helping people pursue what’s possible is at the center of everything we do. If you’re looking for a role where relationships matter, growth is supported, and your work means something, your path starts here.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8905639.1(4/26)(Exp.4/30)