Associate Advisor - Evansville, WI

Advisor Talent Solutions

Evansville (WI)

On-site

USD 68,900 - 86,900

Full time

14 days+

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Benefits offered by this job

Health insurance (company paid)

401K

Unlimited PTO

Quarterly bonuses

Free Lunches

All-expense paid team trip

Profit Sharing

Advancement opportunities

Job summary

A financial services firm in Evansville, WI, is seeking an Associate Advisor to support client interaction and advance into a Lead Advisor role. This position emphasizes hands-on learning with experienced professionals. The ideal candidate has a Bachelor's degree and at least one year of client-related experience in financial services. Benefits include a competitive salary, bonuses, health insurance, and unlimited PTO, fostering professional growth and community involvement.

Qualifications

Bachelor's degree is required.
Minimum 1 year of face-to-face client experience in financial services.
Life and Health insurance license is required.
Series 65 securities license is necessary.
CFP certification or willingness to obtain it within the first year.
Proven problem-solving skills and adaptability.
Strong integrity and commitment to ethical conduct.

Responsibilities

Prepare for client appointments and manage follow-ups.
Learn and master the firm's processes and client service standards.
Work closely with the Lead Advisor to solve client problems.
Follow scalable processes for consistency in client interactions.
Transition to handle your own group of clients within 6-12 months.

Skills

Client relationship management

Problem-solving

Attention to detail

Team collaboration

Education

Bachelor's degree

Tools

Life and Health insurance license

Series 65 securities license

CFP certification

Job description

Overview

Position: Associate Advisor
Firm: Retirement Income Strategies
Location: Evansville, WI

Retirement Income Strategies located in Evansville, WI is seeking to add an Associate Advisor to our team! This growth-centered role is designed for motivated professionals eager to advance to Lead Advisor and beyond. As an Associate Advisor, you will have the invaluable opportunity to learn directly from the Lead Advisor and master our repeatable process, laying a strong foundation for your professional development within our firm.

What you’ll do

Client Interaction: Prepare for client appointments, sit second chair in meetings, and manage post-appointment follow-up
Learning & Development: Master our unique process, language, and client service standards; become fluent in our proven approach
Collaboration: Work closely with Lead Advisor and team to solve client problems, add value, and build trust
Process Adherence: Follow our scalable, duplicatable processes to ensure consistency and quality throughout client interactions
Transition of Responsibilities: Progress from second to first chair in client meetings within 6-12 months, ultimately taking on your own group of clients as Lead Relationship Advisor

What We’re Looking For

Bachelor's degree required
1+ years’ of face-to-face client experience in financial services or related field
Life and Health insurance license
Series 65 securities license
CFP certification or willingness/ability to obtain within first year
Proven problem solver, self-starter, adaptable, attention to detail, committed team player
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You’ll Get

Pay & Perks