Advisor - Milwaukee

Granite Harbor Advisors; Milwaukee (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

Granite Harbor Advisors seeks an experienced Advisor to develop new client relationships and strengthen Centers of Influence connections while delivering a platinum-level experience to current clientele.

You will provide broad financial guidance across life insurance, retirement, tax planning, and wealth management, collaborating with Wealth Managers to execute a team-based client experience and mentor colleagues as needed.

Qualifications

• 5–10 years of experience in the financial services industry.
• Active Series 63/65 or equivalent.
• Life/Health General Lines Agent license.
• Professional designations such as CFP, CFA, or MBA.
• Familiarity with EOS Model, Process, and Toolbox.
• Experience with Salesforce, Orion, and eMoney platforms.
• Proficient in Microsoft Office 365.
• Excellent communication and organizational skills.

Responsibilities

• Actively pursue new client and COI relationships through networking, referrals, and community involvement.
• Develop and maintain strong relationships with clients through regular communication, helping to ensure their financial goals are met and exceeded.
• Identify issues and planning opportunities for review and discussion with clients and clients’ advisors.
• Provide advice on a wide range of financial products and services, including but not limited to life insurance, annuities, retirement plans, and tax planning strategies.
• Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
• Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
• Collaborate with Wealth Managers and other team members to execute the Firm’s team-based approach to the client experience.
• As a subject matter expert, accurately and effectively communicate complex strategies to clients, professionals, and team members.
• Provides mentorship and development opportunities for other interested team members, as appropriate.
• Complies with the Firm’s written supervisory procedures, and state and federal regulations.

Skills

Communication

People skills

Financial services exp

Series 63/65

Life/Health license

CFP/CFA/MBA

EOS Model familiarity

SEC compliance knowledge

Salesforce experience

Office 365 proficiency

Continuous education

Organizational skills

Tools

Salesforce

Orion

eMoney

Microsoft Office 365

Job description

Overview

As an Advisor, you have the opportunity to create a significant impact on your clients' lives. Your top priority is cultivating new client relationships and developing strong connections with Centers of Influence while delivering a platinum-level experience to your existing clients. As an Advisor, you are responsible for developing new relationships, providing overall plan vision to clients, and long-term relationship management. With your skills and expertise, you can assist your clients in achieving their financial goals and help build a brighter future for them.

Overview

As an Advisor, you have the opportunity to create a significant impact on your clients' lives. Your top priority is cultivating new client relationships and developing strong connections with Centers of Influence while delivering a platinum-level experience to your existing clients. As an Advisor, you are responsible for developing new relationships, providing overall plan vision to clients, and long-term relationship management. With your skills and expertise, you can assist your clients in achieving their financial goals and help build a brighter future for them.

Responsibilities

• Actively pursue new client and COI relationships through networking, referrals, and community involvement.
• Develop and maintain strong relationships with clients through regular communication, helping to ensure their financial goals are met and exceeded.
• Identify issues and planning opportunities for review and discussion with clients and clients’ advisors.
• Provide advice on a wide range of financial products and services, including but not limited to life insurance, annuities, retirement plans, and tax planning strategies.
• Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
• Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
• Collaborate with Wealth Managers and other team members to execute the Firm’s team-based approach to the client experience.
• As a subject matter expert, accurately and effectively communicate complex strategies to clients, professionals, and team members.
• Provides mentorship and development opportunities for other interested team members, as appropriate.
• Complies with the Firm’s written supervisory procedures, and state and federal regulations.

Requirements

• Impeccable communication and people skills.
• 5-10 years of experience in the financial services industry
• Series 63/65 or Equivalent
• Life/Health General Lines Agent
• Professional designations including CFP®, CFA, MBA, or similar
• Experience with the EOS® Model, Process, and Toolbox (preferred)
• Familiarity with SEC Compliance requirements
• Background and understanding of terminology associated with Insurance, highly preferred
• Experience working with Salesforce, Orion, and eMoney or similar platforms
• Proficient in Microsoft Office 365
• Continued business education, workshops, and seminars
• Excellent organizational skills