Financial Advisor - Milwaukee, WI

Country Financial Group; Milwaukee (WI); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped earnings potential

Performance-based trips

Marketing resources

Corporate office support

Brand heritage and inclusive culture

Job summary

COUNTRY Financial Group seeks ambitious financial professionals to own and grow their book of business with a consultative approach. You will work as a COUNTY Trust Bank Financial Advisor under COUNTRY, offering insurance and financial services to clients, while building an independent practice with support from a 100-year brand.

You can diversify income across life, health, property/casualty, annuities, and investments, and you’ll have access to ongoing learning, marketing resources, and

Qualifications

• Entrepreneurial and self-motivated individuals with a track record of growth.
• Strong communication skills and business acumen.
• Willingness to build client relationships and educate prospects.

Responsibilities

• Diversify income through multiple product lines and services.
• Educate clients about COUNTRY Financial products and services.
• Collaborate with COUNTRY Life Insurance and other agents to secure business.
• Establish an office and build a staff to manage clients.
• Conduct financial solution seminars for prospects and clients.

Skills

Entrepreneurial mindset

Strong communication

Goal-driven

Relationship building

Business development

Education

Bachelor’s Degree

SIE

Series 6/63 licenses

Life/Health Insurance License

Property/Casualty License

AAMS / CFA / CPA / CFP / ChFC

Job description

We’re looking for ambitious and established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they:* Diversify their income through multiple product lines beyond financial services.* Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.* Educate clients and prospects about our products and services.* Collaborate with COUNTRY Financial Insurance Agents to secure business.* Establish an office and build a staff.* Conduct financial solution seminars.* Have the flexibility to manage their schedules to balance their careers and personal interests.We Offer Our financial advisors have uncapped earning potential and:* Opportunities to earn performance-based global trips and financial rewards.* Access to continued learning and marketing resources.* Corporate office support.* Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.* There is no buy-in required.Qualifications Successful COUNTRY Trust Bank Financial Advisors are:* Entrepreneurial and self-motivated.* Goal-driven with track records of business growth in the insurance and or financial services industry.* Strong communicators with excellent business acumen.* Committed to building and maintaining solid connections between their efforts and their rewards.* Focused on achieving professional success through securing clients’ trust.* Passionate about making positive impacts in their communities.Required Qualifications* Series 6/63 licenses* Passed SIE* Life/Health State Insurance License\\** Property/Casualty State Insurance License\\*Preferred Experience* Accredited Asset Management Specialist (AAMS)* Chartered Financial Analyst (CFA)* Certified Public Accountant (CPA)* Certified Financial Planner (CFP)* Chartered Financial Consultant (ChFC)* Bachelor’s Degree* 2+ years of experience in the insurance and or financial services industry* 5+ years of business ownership or managerial experience****About Us****COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.*\\*These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made.**COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.**Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.*