Financial Advisor: High-Net-Worth Focus & Unlimited PTO

Advisors Excel, LLC; Evansville (WI); Vor Ort; USD 80.000 - 120.000; Vollzeit

Benefits dieser Stelle

Health insurance

401K

Unlimited PTO

Profit Sharing

Free Lunches

All-expense paid team trip

Community Involvement

Zusammenfassung

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.

Jobbeschreibung

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.