Financial Advisor - RIA Firm- Waukesha, WI
Full Time
Waukesha, WI 53186
$50,000 - $100,000 a year
Posted
Job description
Financial Advisor
Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in
Waukesha, WI is seeking to add a Financial Advisor to our Team!
This Relationship Advisor main duty is to meet one-on-one with new and existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to successfully onboard new clients while providing superior client service; always putting clients first. Initial duties include working alongside Lead Sales Advisors, servicing existing clients, assisting in onboarding new clients, client relationship building and participation in public seminars to include introducing the Lead Sales Advisors. This role is not responsible for sourcing new client relationships.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to maintain client relationships
- Persistence
- Team oriented
- Persuasive ability
Minimum Requirements:
- College degree preferred
- 2+ years of financial service experience required
- Series 65 and Life and Health required
- Strong organizational, prioritization, interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite
- Experience with CRM preferred
Position Responsibilities:
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Manage and retain strong client relationships!
Salary - $50,000 - $100,000 per year - Based on Experience
Additional Compensation to be discussed up to $100,000
Money for Nothing
Three weeks paid time-off each year
Additional Days Off
When we meet our goals, we prefer to give employees extra days off
Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in!
Retirement
We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $22,500 per year and get a 3% match on top of that. Are you 50+? You can contribute $29,000 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if under 50 and $11,000 if 50+. We know a lot about money, it’s what we do!
Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.!
Hungry?
Free Lunches provided for weekly team building
Free coffee (Nespresso), tea, sodas, water, and hot cocoa — all on-site
You Look Like You to Work out!
Free onsite gym
Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.
How Do I Get There?
Waukesha location is just off the Guerke’s corner exit on I-94
Mequon location is right off I-43 on Mequon and Port Washington Rd
Wow, You’re Smart!
We’ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation!
Want to get your CPA license? Let’s do it!
Let’s have fun!
Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!
Paid-for Annual Trips
Company hits our goals, let's all travel together!
Presented by Advisor Employee Services Thank you for your interest in the Relationship Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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