Wealth Management Associate — Retirement Benefits

Equitable Advisors; Milwaukee (WI); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits including health, dental, and vision

401(k) and Employee Stock Purchase Plan (ESPP)

Disability and life Insurance

Job summary

A financial services company seeks a Wealth Management Associate in Milwaukee to cultivate client relationships and educate them on diverse financial products. The ideal candidate will have a Bachelor's degree, strong communication skills, and a track record of success. Responsibilities include expanding networks and analyzing client data. This role offers flexible work schedules, comprehensive training, and opportunities for professional growth in a supportive, inclusive environment.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment required.
• Excellent interpersonal and communication abilities.

Responsibilities

• Cultivate and expand a client network.
• Educate clients on financial products.
• Analyze and organize client data.

Skills

Client Engagement

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent skills

Tools

FINRA Licensing

State Life & Health

Job description

A financial services company seeks a Wealth Management Associate in Milwaukee to cultivate client relationships and educate them on diverse financial products. The ideal candidate will have a Bachelor's degree, strong communication skills, and a track record of success. Responsibilities include expanding networks and analyzing client data. This role offers flexible work schedules, comprehensive training, and opportunities for professional growth in a supportive, inclusive environment.