Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (5134)

*Join Equitable Advisors: A Pathway to Possibilities and Positive Impact*

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

• Client Engagement : Cultivate and expand your network within established markets
• Products andServices Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
• Client Service andImplementation : Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
• Work-Life Balance : Flexible schedule to maximize productivity and personal time
• Location : Working outside the office in local schools and municipalities