Emerging Financial Planner - WISCONSIN (5068)

• Discover a New Career Path in Wealth Management** Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you’re looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management.
  
  

We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you’re navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services.

Key Responsibilities

• Build and manage relationships with clients to understand their financial goals and needs
• Educate clients on financial products and services
• Collaborate with senior advisors to deliver financial solutions
• Stay current on market trends, financial regulations, and product offerings
• Participate in ongoing training and certification programs
  
  

Who Should Apply

We’re seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including:

• Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation
• Legal Professionals, experienced in compliance, trust management, and client advocacy
• Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking
• Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs
• Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction
  
  

Qualifications

• Bachelor’s degree or equivalent skills
• Strong interpersonal and communication skills
• Proven ability to build trust and long-term relationships
• Self-motivated with a growth mindset and entrepreneurial spirit
• Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)
  
  

What We Offer

• Structured training and mentorship
• Competitive compensation with performance-based incentives
• Benefits package including health and 401(k) retirement plan
• Pathway to professional certifications and career advancement
• Supportive, collaborative team environment
• Opportunity to make a meaningful impact in clients’ lives
  
  

Ready to Make the Leap?

If you’re ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we’d love to hear from you.

Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.

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- 8488828.1(10/25)(Exp.10/29)

Primary Location

UNITED STATES-WI-Milwaukee

Organization

Equitable Advisors