Financial Advisor

Lakeridge; Monona (WI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive benefits

Career growth opportunities

Job summary

A financial services institution is seeking a full-time Financial Advisor in Southern Wisconsin. You will play a key role in helping clients meet their financial goals through personalized guidance and strong relationship management. The position involves nurturing client relationships, responding to referrals, and participating in business development efforts. Candidates should have relevant financial licenses and a strong understanding of fiduciary responsibilities. This role is onsite at one of the institution's offices, with competitive benefits.

Qualifications

• 5+ years experience in sales or assisting clients with financial needs.
• Series 7, 6, or 63 licenses.
• Life and Health licenses required.
• Strong working knowledge of fiduciary responsibilities and financial planning.

Responsibilities

• Serve the needs of existing clients by nurturing relationships.
• Deepen financial advisory relationships in assigned markets.
• Actively seek referrals from other bank employees.

Skills

Excellent interpersonal and communication skills

Strong organizational and time management skills

Proficiency in Microsoft Office Suite

Solid accounting/math skills

Fluency in English

Education

Bachelor’s degree in related field

Advanced professional designations/licenses

Tools

Redtail or other CRM platforms

Job description

Description

Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you’ll serve existing clients, expand your network through business development, and deliver impactful solutions that make a difference in people’s lives. With strong team support, career growth opportunities, and competitive benefits, you’ll thrive in a rewarding environment where your expertise truly matters.

The location of this position is flexible with a focus in Southern Wisconsin, depending on candidate preferences and business need.

• Proactively serve the needs of existing Lake Ridge Financial clients by nurturing and strengthening relationships.
• Deepen Financial Advisory relationships in assigned markets.
• Actively seek and respond to referrals from other bank employees.
• Regularly attend internal and external meetings to promote business development.
• Pursue ongoing education to maintain licenses and professional designations.
• Participate in peer group meetings with LPL-Institutional Services.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in a related field, or a minimum of 5 years’ experience in sales or in assisting clients with financial needs.
• Series 7, 6, or 63 licenses.
• Life and Health licenses.
• Strong working knowledge of fiduciary responsibilities, investments, and financial/retirement planning.
• Understanding of the liabilities associated with the bank acting as a fiduciary for individuals and entities.
• Excellent interpersonal and communication skills (both verbal and written) to interact with a diverse client base.
• Strong organizational and time management skills.
• Current knowledge of wealth management market and industry issues/regulations.
• Demonstrated ability to exercise independent judgment.
• Ability to prioritize, multitask, and remain composed in a fast-paced, deadline-driven environment.
• Proficiency in Microsoft Office Suite, strong typing/keyboarding skills, and the ability/willingness to learn new programs and software.
• Solid accounting/math skills with accuracy in financial calculations.
• Ability to meet deadlines in a high-volume environment.
• Ability to maintain confidentiality of sensitive information.
• Fluency in English (reading, writing, speaking, and comprehension).
• Professional demeanor and ability to represent the organization positively.

Preferred Qualifications

• Bachelor’s degree in finance, Business, Accounting, Economics, or related discipline.
• Advanced professional designations or licenses (e.g., CFP®).
• 10 years of prior experience in a financial advisory or wealth management role.
• Previous financial sales experience.
• Prior experience working in a financial institution and/or with financial products/services.
• Experience with Redtail or other CRM platforms.

This is a full time role between the hours of 8:00 AM to 5:00 PM Monday through Friday. Please note this role is an onsite role based out of one of Lake Ridge Bank's offices. Flexibility in scheduling may be needed on occasion.

Lake Ridge Bank values a diverse workforce and is an Affneitive Action/Equal Opportunity Employer.

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at [phone] or email us.