Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Wealth Management Advisor

Equitable Advisors

Wealth Management Advisor

Milwaukee, WI +3 locations
Full Time
Paid
  • Responsibilities

    Job Description

    Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. The work environment is energetic and enthusiastic and is ideal for ambitious individuals.

    Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:

    • Teachers

    • School administrators

    • Municipality employees

    Qualifications

    WHAT IT TAKES TO BE AN EQUITABLE ADVISORS’ FINANCIAL PROFESSIONAL

    You don’t need to have a degree in finance or economics or a vast amount of work experience. If you’re a results-driven self-starter who can take ownership and is willing to work, you will have the opportunity to achieve success.

    CHARACTERISTICS OF A TOP EQUITABLE ADVISORS’ FINANCIAL PROFESSIONAL INCLUDE:

    • A four-year college degree is preferred but not required

    • Relevant FINRA securities registrations

    • If you do not have them, you will be required to attain state life and health licenses, FINRA Series 7 and 63 registrations

    • Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures

    • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

    • Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships

    • MBA, JD, CFP®, CPA or ChFC, a plus

    BENEFITS OF WORKING WITH US

    • Compensation you control plus a complete benefits package

    • Personalized and comprehensive training and support

    • Advancement and management opportunities

    • Work-life balance

    You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

    Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Equitable Advisors is an equal opportunity employer. M/F/D/V

    GE-3085729 (06/20) (Exp.06/22)

    MAKE EQUITABLE ADVISORS YOUR FIRST CHOICE!

    Company Description

    Our people bring together a range of experiences, capabilities, and perspectives to create a culture of inclusion, continuous learning and professional excellence. This is a place to invest in the whole you. To develop new skills and bring new ideas to the table. To build relationships and teams that contribute to our collective success. And to make a lasting difference for our clients, communities and each another. We take pride in being a Great Place to Work since 2016, achieving a perfect score on the Human Rights Campaign Corporate Equality Index since 2014, and scoring 90% on the Disability Equality Index since 2015. Discover more: https://www.equitable.com/about-us Discover more: https://www.equitable.com/about-us/careers

  • Locations
    Shawnee Mission, KS • Overland Park, KS • Dallas, TX • Milwaukee, WI