Financial Advisor - Evansville, WI

Advisors Excel, LLC; Evansville (WI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401K

Unlimited PTO

Profit Sharing

Free Lunches

All-expense paid team trip

Community Involvement

Job summary

Retirement Income Strategies in Evansville, WI is seeking a Financial Advisor to join our team and grow client relationships through seminars, referrals, and existing accounts.

Responsibilities include one-on-one meetings, annual reviews, financial analyses, and developing custom plans under the Lead Advisor’s guidance, while meeting regulatory requirements and delivering high-quality service.

Job description

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Retirement Income Strategies in Evansville, WI is seeking to add a Financial Advisor to our Team!

The purpose of this position is to have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – to include introducing the main Advisor.

• Conduct annual reviews of client accounts and maintain detailed client files
• Manage daily client communications to ensure timely and effective service
• Perform financial analyses, develop financial plans, and provide customized investment recommendations under the guidance of the Lead Advisor
• Deepen client relationships and engage with both prospects and clients transitioning from the Lead Advisor
• Perform portfolio risk assessments and offer investment advice based on comprehensive research
• Monitor and resolve service issues to ensure a high-quality client experience
• Accurately document all client interactions in the firm’s CRM system
• Lead client meetings from start to finish and guide clients through proposed portfolio changes
• Ensure adherence to SEC and state licensing requirements

What We’re Looking For:

• 5 years of financial advisor experience, preferably with high-net-worth clientele
• Bachelor’s degree in finance preferred
• Life and Health Licensed
• Series 65 Licensed
• CFP certification or willingness/availability to obtain within the first year
• Advanced proficiency with Microsoft Office Suite
• Experience with CRM systems
• Strong mathematical and analytical skills
• Strong organizational skills with the ability to prioritize projects and manage time effectively
• Excellent customer service skills, including superior verbal and written communication
• Demonstrated strong follow-through and reliability
• Positive and professional attitude
• Persistent and dedicated to achieving high-quality results

What You’ll Get:

• $80,000-$120,000 based on experience
• Quarterly bonuses based on revenue of the firm and year end profit sharing
• Health insurance (company paid)
• 401K
• Unlimited PTO
• Profit Sharing
• Free Lunches
• All-expense paid team trip for you and plus one!
• Community Involvement

Schedule:

• In office: Monday-Friday, 8am-5pm
• Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.