Equitable · 2 months ago
Emerging Financial Planner - WISCONSIN (5068)
UNITED STATES-WI-Milwaukee
Full-time
Onsite
New Grad, Entry LevelEquitable Advisors is a company inviting individuals to explore a career in wealth management. The Emerging Financial Planner role focuses on building client relationships, educating clients on financial products, and collaborating with senior advisors to provide financial solutions.
BankingConsultingFinancial Services
Responsibilities
Build and manage relationships with clients to understand their financial goals and needs
Educate clients on financial products and services
Collaborate with senior advisors to deliver financial solutions
Stay current on market trends, financial regulations, and product offerings
Participate in ongoing training and certification programs
Qualification
Required
Bachelor's degree or equivalent skills
Strong interpersonal and communication skills
Proven ability to build trust and long-term relationships
Self-motivated with a growth mindset and entrepreneurial spirit
Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)
Benefits
Health and 401(k) retirement plan
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
H1B Sponsorship
Equitable has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase