Wealth Planner – Licensing Path to CFP
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for:
Equitable Advisors
Full Time, Part Time
position
Listed on 2026-11-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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.
We invite applications for the Wealth Planner – Licensing Path to CFP + Flexible Schedule position located in Milwaukee, WI, United States. Are you ready to take on the Wealth Planner – Licensing Path to CFP + Flexible Schedule role at Equitable Advisors? We would love to welcome a new Wealth Planner – Licensing Path to CFP + Flexible Schedule to our group in Milwaukee, WI, United States.
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