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

Equitable•Milwaukee, WI

2d•Onsite

About The Position

Join Equitable Advisors as a Wealth Management Associate within The Retirement Benefits Group (RBG) in Milwaukee, WI. This role focuses on addressing the unique retirement needs of professionals in sectors like education, healthcare, and government. The position offers a structured path to becoming a wealth manager, including licensing and employment, with the flexibility to design your work-life balance and achieve limitless income potential. You will engage with clients, educate them on financial products and services, and manage client data and implementation of solutions. The role involves working outside the office in local schools and municipalities.

Requirements

Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, Series 66 licensing
Values-driven with a track record of success and accomplishment
Excellent interpersonal and communication abilities with strong self-confidence
Entrepreneurial spirit with 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

Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Access to Leadership Development School for those with management ambition

Responsibilities

Cultivate and expand your network within established markets.
Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs.
Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services.
Work outside the office in local schools and municipalities.