Entry Level – Financial Advisor - WI, Madison (2636)
Equitable AdvisorsMadison, Wisconsin, United States
Posted December 16, 2025
Full Time
About the Company
Equitable Advisors is a national brokerage and registered investment advisory firm that empowers independent financial advisors to grow their practices on their own terms. Through a combination of national resources and local market support, the firm offers a "supported independence" model that lets advisors focus on client service while leveraging Equitable's technology, compliance, and research capabilities. The company also operates a specialized Retirement Benefits Group and a network of insurance agencies, providing a broad suite of wealth-management and retirement solutions. Equitable's inclusive culture and commitment to equal opportunity make it an attractive partner for advisors seeking both autonomy and the backing of a leading financial services organization.
Job Description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Requirements
- Client Engagement
- Financial Strategy Development
- Product and Service Consultation
- State Life & Health license
- SIE license
- Series 7 license
- Series 66 license
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)