Financial Advisor - 6329
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Our client is looking to bring aboard a Financial Advisor on a direct-hire basis. This position is located in Waukesha, WI.
Who You are
You are a people-person and genuinely enjoy interacting with others. You are a team player who appreciates collaborating with peers. You have excellent communication skills and the ability to build strong, lasting relationships. Multitasking and prioritizing come naturally to you.
What You’ll Impact at Our Client
As a Financial Advisor, you will meet with clients to learn their pain points and develop a financial plan for them. You will continuously follow through with clients and make suggestions to improve their outcome. You will maintain current clients and provide support. You will attend networking events to acquire new business.
What We’re Looking for
- You have a minimum 3 years of financial planning experience
- CFP designation or candidacy
- Series 7 & 66 licensed
- WI Life Insurance licensed
Our client’s track record so far
Our client offers a base + commission structure and also bonus potential! They also provide standard benefits including health care and 401k. Their foundation is built on trust, integrity, and doing what’s best for their clients. They’re a happy, close-knit group who have a genuine passion for what they do.
If this sounds like you, we’d love to talk. Get Started.