... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...
Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (5134)
Milwaukee, WI · On-site +1
Benefit from the training and guidance of a local Vice President who will assist you throughout ... Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and ...
Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (5134)
Milwaukee, WI · On-site +1
Benefit from the training and guidance of a local Vice President who will assist you throughout ... Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and ...
Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (3632)
Milwaukee, WI · On-site +1
Benefit from the training and guidance of a local Vice President who will assist you throughout ... Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and ...
Wealth Management Associate - Retirement Benefits Group - WI, Milwaukee (3632)
Milwaukee, WI · On-site +1
Benefit from the training and guidance of a local Vice President who will assist you throughout ... Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and ...
Functional remote office environment equipped with stable, high-speed connectivity. Financial ... Management overrides for advisors focused on agency building and talent acquisition. PandoLogic.
Quick apply
Functional remote office environment equipped with stable, high-speed connectivity. Financial ... Management overrides for advisors focused on agency building and talent acquisition. PandoLogic.
Functional remote office environment equipped with stable, high-speed connectivity. Financial ... Management overrides for advisors focused on agency building and talent acquisition. PandoLogic.
Quick apply
Functional remote office environment equipped with stable, high-speed connectivity. Financial ... Management overrides for advisors focused on agency building and talent acquisition. PandoLogic.
Functional remote office environment equipped with stable, high-speed connectivity. Financial ... Management overrides for advisors focused on agency building and talent acquisition. PandoLogic.
Quick apply
Functional remote office environment equipped with stable, high-speed connectivity. Financial ... Management overrides for advisors focused on agency building and talent acquisition. PandoLogic.
Fractional CFO / Client Advisory Director
Madison, WI · On-site +1
... Controller, Assistant Controller, Finance Director, or CFO, as well as professionals with ... Serve as a trusted advisor to a portfolio of entrepreneurial business clients. * Provide fractional ...
Fractional CFO / Client Advisory Director
Madison, WI · On-site +1
... Controller, Assistant Controller, Finance Director, or CFO, as well as professionals with ... Serve as a trusted advisor to a portfolio of entrepreneurial business clients. * Provide fractional ...
Trust Officer - Wealth
Milwaukee, WI · Remote
Shows a high level of professionalism toward trust beneficiaries, financial advisors, and other ... remote access use. Organization * Very responsive to external partner communication. * Timely ...
Trust Officer - Wealth
Milwaukee, WI · Remote
Shows a high level of professionalism toward trust beneficiaries, financial advisors, and other ... remote access use. Organization * Very responsive to external partner communication. * Timely ...
Act as a key business advisor to brand management, providing analyses of planned and executed ... Remote work available once a week for eligible employees * This role is NOT eligible for domestic ...
Act as a key business advisor to brand management, providing analyses of planned and executed ... Remote work available once a week for eligible employees * This role is NOT eligible for domestic ...
Serve as a key business advisor to commercial teams, providing timely and in-depth analyses of ... Remote work is available once a week for eligible employees * Roles will NOT be eligible for ...
Serve as a key business advisor to commercial teams, providing timely and in-depth analyses of ... Remote work is available once a week for eligible employees * Roles will NOT be eligible for ...
Talent Acquisition Lead
Madison, WI · On-site +1
This position may be fully remote. Key Responsibilities: Lead Full-Cycle Recruiting * Own end-to-end recruiting across a range of roles, including financial advisors, planners, operations, and ...
Talent Acquisition Lead
Madison, WI · On-site +1
This position may be fully remote. Key Responsibilities: Lead Full-Cycle Recruiting * Own end-to-end recruiting across a range of roles, including financial advisors, planners, operations, and ...
Provide exceptional customer serviceto policyholders, beneficiaries, and financial advisers ... accuracy. * Assist with special projects and initiativesas needed to support the business.
Provide exceptional customer serviceto policyholders, beneficiaries, and financial advisers ... accuracy. * Assist with special projects and initiativesas needed to support the business.
Provide exceptional customer service to policyholders, beneficiaries, and financial advisers ... accuracy. * Assist with special projects and initiatives as needed to support the business.
Provide exceptional customer service to policyholders, beneficiaries, and financial advisers ... accuracy. * Assist with special projects and initiatives as needed to support the business.
Financial Manager
Milwaukee, WI · On-site +1
$75K - $90K/yr
Reporting to the Divisional Finance Officer, the Financial Manager supports the Division of ... Key Job Responsibilities: * Assist in managing financial activities across SEMSS departments. Serve ...
Financial Manager
Milwaukee, WI · On-site +1
$75K - $90K/yr
Reporting to the Divisional Finance Officer, the Financial Manager supports the Division of ... Key Job Responsibilities: * Assist in managing financial activities across SEMSS departments. Serve ...
We are looking for seasoned professionals to join our platform as independent advisors. This is a ... Conduct high-level financial protection assessments for diverse client portfolios. * Carrier ...
Quick apply
We are looking for seasoned professionals to join our platform as independent advisors. This is a ... Conduct high-level financial protection assessments for diverse client portfolios. * Carrier ...
Remote Finance Advisor Assistant information
How does a remote finance advisor assistant typically collaborate with financial advisors and clients?
As a Remote Finance Advisor Assistant, you will frequently partner with financial advisors to prepare client documents, schedule meetings, and manage client communications. Most interactions occur via digital tools like video conferencing, secure messaging, and shared document platforms. You may also be responsible for gathering client information, processing forms, and ensuring that all compliance requirements are met. Effective communication and attention to detail are essential, as you act as a bridge between clients and advisors, helping to ensure a smooth client experience.
What are the key skills and qualifications needed to thrive as a remote finance advisor assistant, and why are they important?
To thrive as a Remote Finance Advisor Assistant, you need a solid understanding of financial principles, administrative support skills, and often a relevant degree or coursework in finance or business. Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Strong organizational abilities, attention to detail, and effective virtual communication are standout soft skills for this role. These competencies ensure you can efficiently support advisors and clients, maintain data accuracy, and uphold professionalism in a remote work environment.
What is a remote finance advisor assistant?
A Remote Finance Advisor Assistant is a professional who works remotely to support financial advisors in their daily tasks. Their duties often include managing client communications, scheduling meetings, preparing financial documents, conducting research, and assisting with account management. By handling administrative and basic financial tasks, they allow financial advisors to focus more on providing expert advice to clients. This role requires strong organizational, communication, and technical skills to operate effectively in a virtual environment.
What are popular job titles related to Remote Finance Advisor Assistant jobs in Wisconsin? For Remote Finance Advisor Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Remote Finance Advisor Assistant jobs in Wisconsin look for? The top searched job categories for Remote Finance Advisor Assistant jobs in Wisconsin are:
What cities in Wisconsin are hiring for Remote Finance Advisor Assistant jobs? Cities in Wisconsin with the most Remote Finance Advisor Assistant job openings:
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 5 days ago
Equitable rating
8.2
Based on 22 frontline employees who took The Breakroom Quiz
Job description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
- Location: In-office presence required
- Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
Training & Development
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Compensation & Benefits
- Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
- Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
- Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
- Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
What Equitable employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Equitable
Sourced by ZipRecruiter
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1859