Wealth Management Associate — Retirement Benefits

Equitable Advisors; Milwaukee (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

ESPP (Employee Stock Purchase Plan)

TRIP transportation reimbursement

Job summary

Equitable Advisors seeks a Wealth Management Associate in the Retirement Benefits Group in Milwaukee to build client relationships, educate on financial products, and implement tailored solutions. The role offers FINRA licensing sponsorship and structured development toward becoming a wealth manager.

The position emphasizes collaboration with top performers, a flexibility in schedule, and work in community locations to serve education, healthcare, and government sectors.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health, SIE, Series 7, Series 66 licensing required.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to work with top performers and learn collaboratively.
• Authorized to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on diverse financial products and services tailored to needs.
• Analyze and organize client data; ensure confidentiality; prepare and implement products & services.
• Maintain a flexible schedule to balance work and personal time.
• Work outside the office in local schools and municipalities when needed.

Skills

Client engagement

Communication skills

Collaboration

Entrepreneurial mindset

Work authorization

Education

Bachelor's degree or equivalent

Tools

FINRA licensing: Series 7

FINRA licensing: Series 66

FINRA sponsorship

Job description

Equitable Advisors seeks a Wealth Management Associate in the Retirement Benefits Group in Milwaukee to build client relationships, educate on financial products, and implement tailored solutions. The role offers FINRA licensing sponsorship and structured development toward becoming a wealth manager.

The position emphasizes collaboration with top performers, a flexibility in schedule, and work in community locations to serve education, healthcare, and government sectors.