Wealth Planner - Licensing Path to CFP + Flexible Schedule

Equitable Advisors LLC

Milwaukee, WI

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Communication Skills, Financial Services, Financial Strategy, Licensing, Series 66, Series 7, Strategic Planning
LOCATION
Milwaukee, WI
POSTED
Today

A financial services firm in Milwaukee is seeking a Talent Engagement Partner to enhance client engagement and develop personalized financial strategies. The ideal candidate will have a bachelor's degree, relevant licensing (State Life & Health, SIE, Series 7, Series 66), and excellent communication skills. This full-time role emphasizes work-life balance with a requirement for in-office presence while offering structured paths for personal and professional growth.#J-18808-Ljbffr

About the Company

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Equitable Advisors LLC