Financial Advisor

Bank Five Nine Inc.; Town of Oconomowoc (WI); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank Five Nine Inc. Wealth Management is seeking a Financial Advisor in Oconomowoc, WI. The role focuses on investment sales across mutual funds, annuities, asset management, stocks, bonds, and insurance, while serving as a liaison with bank branches to cultivate sales leads and cross-selling opportunities to generate fee income for the bank.

The position emphasizes advising clients, building relationships, and delivering tailored financial solutions within a full-time wealth management team.

Responsibilities

• The Financial Advisor is responsible for investment sales, including mutual funds, annuities, asset management, stocks, bonds and insurance.
• The Financial Advisor’s primary objective is to act as a liaison with bank branches to generate sales leads and cross-selling opportunities that will generate fee income for the bank.

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Wealth Management Full Time Oconomowoc, WI, US

The position of Financial Advisor is responsible for investment sales, including mutual funds, annuities, asset management, stocks, bonds and insurance. The Financial Advisor’s primary objective is to act as a liaison with bank branches to generate sales leads and cross selling opportunities that will generate fee income for the bank.