Relationship-Driven Investment Advisor & Planner

The Symicor Group; Waukesha (WI); On-site; USD 75,000 - 100,000; Full time

Job summary

A prominent financial institution in Waukesha seeks an Investment Advisor/Financial Planner to provide strategic investment advice and develop comprehensive financial plans for clients. Candidates should have significant experience in financial advising, required licenses, and a strong ability to build relationships and network effectively. This role offers competitive compensation and a full benefits package.

Qualifications

• High school diploma or equivalent required.
• At least three years of experience as a Financial Advisor or similar role.
• FINRA Series 7 and 66 (or 63, 65) licenses required, along with Life and Health Insurance licenses.

Responsibilities

• Advise on investment strategies and develop financial plans for clients.
• Develop and maintain client relationships through networking.
• Interpret financial planning documents such as tax returns and account statements.

Skills

Relationship-building

Business development

Financial planning

Education

Bachelor’s degree in Business or Finance

Job description

A prominent financial institution in Waukesha seeks an Investment Advisor/Financial Planner to provide strategic investment advice and develop comprehensive financial plans for clients. Candidates should have significant experience in financial advising, required licenses, and a strong ability to build relationships and network effectively. This role offers competitive compensation and a full benefits package.