Wealth Planner – Licensing Path to CFP + Flexible Schedule

Equitable Advisors; Milwaukee (WI); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Flexible schedule

Comprehensive benefits programs

Stable pay

Career development opportunities

Job summary

A financial services firm in Milwaukee is seeking a Talent Engagement Partner to enhance client engagement and develop personalized financial strategies. The ideal candidate will have a bachelor's degree, relevant licensing (State Life & Health, SIE, Series 7, Series 66), and excellent communication skills. This full-time role emphasizes work-life balance with a requirement for in-office presence while offering structured paths for personal and professional growth.

Qualifications

• Must have a bachelor's degree or equivalent experience.
• State Life & Health, SIE, Series 7, and Series 66 licensing required.
• Excellent communication and interpersonal skills essential.

Responsibilities

• Build and nurture client relationships via portfolio management.
• Understand clients' financial goals and devise personalized strategies.
• Consult on financial products tailored to clients' unique situations.

Skills

Client Engagement

Financial Strategy Development

Communication Skills

Collaboration

Entrepreneurial Mindset

Education

Bachelor's degree or equivalent skills

Tools

State Life & Health

SIE

Series 7

Series 66

Job description

A financial services firm in Milwaukee is seeking a Talent Engagement Partner to enhance client engagement and develop personalized financial strategies. The ideal candidate will have a bachelor's degree, relevant licensing (State Life & Health, SIE, Series 7, Series 66), and excellent communication skills. This full-time role emphasizes work-life balance with a requirement for in-office presence while offering structured paths for personal and professional growth.