Associate Advisor: Path to Lead Financial Planner
Advisor Talent Solutions
14 days+
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Benefits offered by this job
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
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.
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