Financial Advisor

Bank Five Nine (Community Bank); Town of Oconomowoc (WI); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank Five Nine (Community Bank) is seeking an entry-level 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 branches to generate sales leads and fee income for the bank.

As an entry-level position, you will work full-time to develop client relationships and expand the bank's wealth-management footprint in the local market.

Responsibilities

• Sell investment products including mutual funds, annuities, stocks, bonds and insurance.
• Act as liaison with bank branches to generate sales leads and cross-selling opportunities.

Skills

Investment sales

Mutual funds

Annuities

Asset management

Stocks

Bonds

Insurance products

Job description

Financial Advisor – Bank Five Nine (Community Bank)

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.

Seniority level

Entry level

Employment type

Full-time

Industries

Banking

Location

Oconomowoc, WI