Wealth Manager in Training | Flexible Schedule & Licensing

equitable; Madison (WI); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Employee Stock Purchase Plan (ESPP)

Disability insurance

Life insurance

Transportation Reimbursement Incentive

Job summary

Equitable Advisors seeks driven professionals to join its Retirement Benefits Group, focusing on client engagement and education across education, healthcare, and government sectors. You will work to build networks and provide tailored wealth management solutions, with support through licensing and mentorship.

The role emphasizes a flexible work-life balance, ongoing training, and opportunities to pursue CFP, ChFC, or other credentials within a nationally recognized firm.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• Licensing: State Life & Health, SIE, Series 7, Series 66.
• Must be authorized to work in the United States.
• Excellent interpersonal and communication abilities.

Responsibilities

• Engage with clients and expand your network within markets.
• Educate clients on financial products and services and tailor solutions.
• Analyze and organize client data; protect confidentiality and implement appropriate products.

Skills

Bachelor's degree

Licensing

Interpersonal skills

Entrepreneurial mindset

Collaboration

Work authorization

Education

Bachelor's degree or equivalent skills

Job description

Equitable Advisors seeks driven professionals to join its Retirement Benefits Group, focusing on client engagement and education across education, healthcare, and government sectors. You will work to build networks and provide tailored wealth management solutions, with support through licensing and mentorship.

The role emphasizes a flexible work-life balance, ongoing training, and opportunities to pursue CFP, ChFC, or other credentials within a nationally recognized firm.