Wealth Management Associate – Entry Level

Equitable Advisors; Milwaukee (WI); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

Personalized Training

Work-Life Balance

Advancement Opportunities

Remote Work Technology Solutions

Job summary

An established industry player is seeking highly motivated individuals for a dynamic Wealth Management Associate position. This entry-level role offers a unique opportunity to build meaningful relationships while providing clients with knowledgeable financial guidance. You'll engage in holistic life and financial planning, helping clients navigate their financial futures with customized strategies. The company emphasizes teamwork, collaboration, and personal growth, offering comprehensive training and support. If you're a results-driven self-starter with a passion for helping others, this is an exciting opportunity to embark on a fulfilling career path in wealth management.

Qualifications

• A four-year college degree is required.
• Ability to attain life and health licenses and FINRA exams.

Responsibilities

• Provide financial guidance and customized strategies to clients.
• Build and maintain a client base while updating client plans.

Skills

Financial Guidance

Relationship Building

Sales Skills

Holistic Life Planning

Financial Planning

Education

Four-Year College Degree

Tools

Remote Work Technology Solutions

Job description

Wealth Management Associate – Entry Level

Overview

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in {insert location}.

The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.

Responsibilities

• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high-quality service.
• Build and maintain a client base, keeping client plans up-to-date and acquiring new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

Qualifications

• A four-year college degree.
• Ability to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships.
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures.

Benefits and Compensation

• Compensation you control and a comprehensive benefits package for eligible individuals.
• Opportunity to work jointly with senior joint-work partners and to be coached by top performers.
• Personalized and comprehensive training and support in all areas important to building your business.
• A work-life balance and access to a full suite of remote-work technology solutions.
• Advancement and management opportunities.

Note: Applicants must be authorized to work in the United States.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.