Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (5134)
Equitable AdvisorsMilwaukee, Wisconsin, United States
Posted December 20, 2025
Full Time
About the Company
Equitable Advisors is committed to making a difference in the lives of its people and their communities.
Job Description
Join Equitable Advisors, a leader in the wealth management industry, and make a real difference in people's lives while carving out your unique career path. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government.
Requirements
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licensing
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
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)
- Sign-On Payment
- Base Salary
- Commissions and Bonus