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Equitable Advisors · 2 weeks ago

Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (3632)

Milwaukee, WI

Part-time

Onsite

New Grad, Entry Level

Equitable Advisors is a leader in the wealth management industry, focusing on positive impact and community support. The Wealth Management Associate in the Retirement Benefits Group will engage clients, consult on financial products, and ensure effective implementation of services.

Financial Services

Growth Opportunities

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

Flexible schedule to maximize productivity and personal time

Qualification

State Life & Health LicenseSIE LicenseSeries 7 LicenseSeries 66 LicenseBachelor's DegreeEntrepreneurial SpiritInterpersonal SkillsCommunication SkillsCollaboration

Required

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

Preferred

Professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program