Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (5134)

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

Mentorship program

Professional growth opportunities

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.
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence.
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives.
• Collaboration: ability to work with and learn from top performers.
• Work Authorization: must be authorized to work in the United States.

Responsibilities

• Cultivate and expand a client network.
• Educate clients on financial products.
• Analyze and organize client data.
• Flexible schedule to maximize productivity and personal time.
• Location: Working outside the office in local schools and municipalities.

Skills

Client Engagement

Communication Skills

Collaboration

Entrepreneurial Mindset

Self-confidence

Education

Bachelor's degree or equivalent skills

Tools

FINRA Licensing

State Life & Health

Job description

Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (5134)

Join to apply for the Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (5134) role at Equitable Advisors.

Role Highlights

• Client Engagement: Cultivate and expand your network within established markets
• Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
• Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Work-Life Balance: Flexible schedule to maximize productivity and personal time
• Location: Working outside the office in local schools and municipalities

Skills & Experience

• Education: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66
• Personal Attributes: values-driven with a track record of success and accomplishment
• Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
• Mindset: entrepreneurial spirit with a desire to positively impact others' lives
• Collaboration: ability to work with and learn from top performers
• Work Authorization: must be authorized to work in the United States

Training & Development

• FINRA Sponsorship: provided for required FINRA licensing
• Preliminary Employment Period (PEP): comprehensive 120-day hands‑on training
• Virtual University: access to Equitable Advisors' Virtual University for continuous learning
• Mentorship: opportunities for joint work and mentorship
• Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
• Leadership Development: access to Leadership Development School for those with management ambition
• Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

• Sign‑On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
• Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
• Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
• Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

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-7814452.1(4/25)(Exp.4/29)

PRIMARY LOCATION: UNITED STATES-WI-Milwaukee

JOIN EQUITY ADVISORS. OUR EEO STATEMENT: We are an equal opportunity employer committed to providing a workplace that is free from discrimination, harassment, and retaliation. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, disability, veteran status, or any other protected status.