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Wealth Management Associate

1 month ago

Milwaukee, Wisconsin, United States Equitable Advisors Full time

At Equitable Advisors, we are seeking a highly motivated and results-driven individual to join our Retirement Benefits Group (RBG) as a Financial Professional.

This role offers a unique opportunity to work with a diverse range of clients, including teachers, school administrators, and municipality employees, to provide financial products and services that meet their specific needs.

As a Financial Professional, you will be responsible for providing education and guidance to help individuals plan for and protect their financial futures.

We are looking for a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.

Key responsibilities include:

  • Providing financial products and services to clients
  • Developing and sustaining long-term relationships with clients
  • Attaining state life and health licenses, SIE, FINRA Series 7 and 66 exams

We offer a competitive compensation package, which includes base pay, commissions, and benefits. Additionally, we provide personalized and comprehensive training and support to help you succeed in your role.

Our company values diversity and inclusion, and we are committed to creating an environment that enables all employees to thrive.

Apply now to join our team and take the first step towards a rewarding career in financial services.