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Equitable Advisors
Milwaukee, Wisconsin, United States
1 day ago

Description

Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. The work environment is energetic and enthusiastic and is ideal for ambitious individuals.

Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:

  • Teachers
  • School administrators
  • Municipality employees
 
Qualifications
 

What it takes to be an Equitable Advisors’ Financial Professional

You don’t need to have a degree in finance or economics or a vast amount of work experience. If you’re a results-driven self-starter who can take ownership and is willing to work, you will have the opportunity to achieve success.

 

Characteristics of a top Equitable Advisors’ Financial Professional include:

  • A four-year college degree is preferred but not required
  • Relevant FINRA securities registrations
  • If you do not have them, you will be required to attain state life and health licenses, FINRA Series 7 and 63 registrations
  • Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
  • Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
  • MBA, JD, CFP®, CPA or ChFC, a plus

Benefits of working with us

  • Compensation you control plus a complete benefits package
  • Personalized and comprehensive training and support
  • Advancement and management opportunities
  • Work-life balance

You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Equitable Advisors is an equal opportunity employer. M/F/D/V

GE-3085729 (06/20) (Exp.06/22)

  

Make Equitable Advisors your first choice!



Requirements

Characteristics of a top Equitable Advisors’ Financial Professional include:

  • A four-year college degree is preferred but not required
  • Relevant FINRA securities registrations
  • If you do not have them, you will be required to attain state life and health licenses, FINRA Series 7 and 63 registrations
  • Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
  • Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
  • MBA, JD, CFP®, CPA or ChFC, a plus

Job Information

  • Job ID: 58010212
  • Location:
    Milwaukee, Wisconsin, United States
    Madison, Wisconsin, United States
    Green Bay, Wisconsin, United States
    Waukesha, Wisconsin, United States
  • Position Title: Retirement Planning Specialist
  • Company Name: Equitable Advisors
  • Industry: Banking / Accounting / Financial
  • Job Function: Accounting/Finance
  • Entry Level: Yes
  • Job Type: Full-Time
  • Job Duration: Indefinite
  • Min Education: Associates Degree
  • Min Experience: None
  • Required Travel: None

Please refer to the company's website or job descriptions to learn more about them.

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