Emerging Financial Planner - WISCONSIN (5068)
About The Position
Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you're looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you're navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services.
Requirements
- Bachelor's degree or equivalent skills
- Strong interpersonal and communication skills
- Proven ability to build trust and long-term relationships
- Self-motivated with a growth mindset and entrepreneurial spirit
- Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)
Responsibilities
- Build and manage relationships with clients to understand their financial goals and needs
- Educate clients on financial products and services
- Collaborate with senior advisors to deliver financial solutions
- Stay current on market trends, financial regulations, and product offerings
- Participate in ongoing training and certification programs
Benefits
- Structured training and mentorship
- Competitive compensation with performance-based incentives
- Benefits package including health and 401(k) retirement plan
- Pathway to professional certifications and career advancement
- Supportive, collaborative team environment
- Opportunity to make a meaningful impact in clients' lives
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Funds, Trusts, and Other Financial Vehicles
Number of Employees
5,001-10,000 employees
