Entry Level – Wealth Manager - WI, Madison (5124)

Role Highlights

• Build and nurture client relationships through networking events and portfolio management
• Ensure consistent communication and progress tracking
• Understand clients' financial objectives and risk tolerance to devise personalized strategies
• Offer clear recommendations and guidance
• Discuss financial products and services tailored to clients' unique situations

Location

In-office presence required

Work-Life Balance

Flexible schedule to maximize productivity and personal time

Skills & Experience

• Educational background: Bachelor's degree or equivalent skills and work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66

Personal Attributes

• 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

Collaboration

Able to work with and learn from top performers

Training & Development

• FINRA Sponsorship provided for required FINRA licensing
• Preliminary Employment Period (PEP): Comprehensive 120-day hands-on training
• Access to Equitable Advisors' Virtual University for continuous learning
• Mentorship opportunities for joint work and mentorship
• Personalized coaching from a local Vice President
• Access to Leadership Development School for those with management ambition
• Encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

• Sign-On Payment: Based on the time it takes to complete the company-sponsored required FINRA licenses and registrations and enter PEP
• Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
• Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus
• Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time

Our Impact & Culture

• Commitment to making a difference in the lives of its people and their communities
• Value diversity and inclusivity
• Offer wellness programs and employee resource groups
• Programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually

Join Us

To be part of a workplace culture dedicated to social impact and community engagement

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)