Entry Level - Financial Advisor - Wi, Milwaukee (5109)

Equitable Holdings

Milwaukee, Wisconsin, US
Not specified; not specified; benefits not specifi...
On-site
Strong communication skills
Client relationship building
Sales and prospecting abilities
Equitable Holdings is seeking an Entry Level Financial Advisor in Milwaukee, Wisconsin, aimed at candidates who are eager to start a career in financial services. The role focuses on providing personalized financial guidance to clients, promoting a supportive and collaborative work environment

Job Summary

  • This entry-level role offers comprehensive training to develop expertise in financial planning and investment strategies.
  • The position focuses on building a client base through proactive sales, prospecting, and relationship management.
  • Equitable Holdings provides a structured career path with ongoing support for professional development in the financial sector.

Matching Summary

Match Score: 75

Equitable Holdings is seeking an Entry Level Financial Advisor in Milwaukee, Wisconsin, aimed at candidates who are eager to start a career in financial services. The role focuses on providing personalized financial guidance to clients, promoting a supportive and collaborative work environment.

Salary

Not specified; Not specified; Benefits not specified

Skills & Requirements

Must-have

  • Strong communication skills
  • Client relationship building
  • Sales and prospecting abilities

Nice-to-have

  • Entrepreneurial mindset
  • Self-motivated work style
  • Commitment to continuous learning

Key Requirements

  • Bachelor's degree preferred
  • Series 6 and Series 63 licenses required or ability to obtain
  • Willingness to relocate to Milwaukee, WI

Work Rights

Not specified

Tailored Resume

Cover Letter