Entry Level - Financial Advisor - WI, Milwaukee (5109)

Equitable•Milwaukee, WI

2h•Onsite

About The Position

Equitable Advisors offers a structured path to becoming a wealth manager through licensing, employment, hands-on training, mentorship, and continued professional development. Financial Advisors build and nurture client relationships, understand clients’ financial objectives and risk tolerance, and provide personalized strategies and recommendations. The role requires an in-office presence and offers a flexible schedule. New hires receive FINRA sponsorship for required licensing and participate in a comprehensive 120-day Preliminary Employment Period (PEP). Training and development resources include Equitable Advisors’ Virtual University, joint work and mentorship opportunities, personalized coaching from a local Vice President, and access to Leadership Development School for those interested in management. The company also encourages pursuing professional designations, including CFP®, ChFC, and its Credentialed Holistic Financial Coach program. Eligible financial professionals receive biweekly stable pay and may earn commissions and bonuses. A sign-on payment is based on the time required to complete company-sponsored FINRA licenses and registrations and enter PEP. Eligible professionals may also participate in the company’s benefits programs, subject to applicable terms and conditions.

Requirements

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

Nice To Haves

Interest in management and participation in Leadership Development School.
Interest in pursuing professional designations such as CFP®, ChFC, or Equitable Advisors’ Credentialed Holistic Financial Coach program.

Responsibilities

Build and nurture client relationships through networking events and portfolio management.
Maintain consistent communication with clients and track progress.
Understand clients’ financial objectives and risk tolerance to develop personalized financial strategies.
Provide clear recommendations and guidance.
Discuss financial products and services tailored to clients’ situations.

Benefits

Sign-on payment based on completion of company-sponsored FINRA licenses and registrations and entry into PEP.
Biweekly stable pay for eligible financial professionals.
Eligibility to earn commissions and bonuses.
Health insurance.
Dental insurance.
Vision insurance.
401(k).
Employee Stock Purchase Plan (ESPP).
Disability coverage.
Life insurance.
Transportation Reimbursement Incentive Program (TRIP).
Wellness programs.
Employee resource groups.