Wealth Management Advisor

Overview

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career.

We are seeking highly motivated individuals to join our dynamic team in Wisconsin.

The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life.

We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community.

We have more than 40 branches across the country employing approximately 5,000 financial professionals- providing services of financial, retirement, estate planning strategies’, asset allocation, annuities;

life insurance and mutual funds as well as fee based managed accounts.

Responsibilities

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will :

Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service

Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis

Contact clients periodically to determine if there have been changes in their financial status.

Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.

Individuals who excel at Equitable Advisors come from many different professional backgrounds including :

Brokerage

Accounting

Banking

Management

Sales

What It Takes To Be An Equitable Advisors' Financial Professional

A four-year college degree

You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)

Ability to draw upon past / present experiences and acquaintances to develop markets and sustain long-term relationships

Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

The Benefits That Our Company Offers :

Compensation you control and a complete benefits package

Ability to work jointly with senior joint-work partners and to be coached by top performers

Personalized and comprehensive training and support in all areas important to building your business

A work-life balance and access to a full suite of remote-work technology solutions

Advancement and management opportunities

You can build your career on your own terms. No one-track path. We believe in the success of maintaining a healthy lifestyle go hand-in-hand.

Note applicants must be authorized to work in the United States.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).

Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC. an Equitable Advisors is an equal opportunity employer M / F / D / V.

GE- 4838521.2 (07 / 22) (Exp.04 / 26)

Keywords : Series 7, Sales Manager, Insurance Agent, Insurance Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representatives, Business Development, Retirement, Financial Advisors, Financial Consultant