Financial Services Advisor – Retirement & Planning Specialist

Juliebass; Monona (WI); On-site; USD 37,800 - 46,200; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Juliebass in Monona, WI, is seeking a passionate individual for a role focused on helping families and business owners navigate important financial decisions. You will not cold call strangers but rather work within an established, relationship-focused agency.

The role includes a base salary of $42,000 plus commission, and offers opportunities for professional growth. If you are confident, curious about finance, and want to help others, this is the position for you.

Qualifications

• Ability to engage with customers in a warm and confident manner.
• Motivation to learn and grow in the financial planning field.
• Willingness to obtain necessary licenses.

Responsibilities

• Help customers navigate retirement planning and investment conversations.
• Provide insurance protection and business planning assistance.
• Guide customers towards achieving long-term financial goals.

Skills

Warm and confident with people

Coachable

Motivated

Curious about business and financial planning

Education

Licensing preferred or willing to obtain: Life & Health, SIE, Series 6, 63 & 65

Job description

Juliebass in Monona, WI, is seeking a passionate individual for a role focused on helping families and business owners navigate important financial decisions. You will not cold call strangers but rather work within an established, relationship-focused agency.

The role includes a base salary of $42,000 plus commission, and offers opportunities for professional growth. If you are confident, curious about finance, and want to help others, this is the position for you.