Senior Mass Affluent Relationship Advisor

Hispanic Alliance for Career Enhancement; Verona (WI); On-site; USD 52,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Job summary

Hispanic Alliance for Career Enhancement in Verona, Wisconsin, is seeking a Financial Advisor to manage a diverse portfolio of affluent clients. In this role, you will leverage your 4-6 years of experience to uncover client needs, provide tailored financial solutions, and achieve sales targets. You will be responsible for fostering strong client relationships and working collaboratively across departments. The position requires licensure in financial services and provides opportunities for professional growth and competitive compensation, including health insurance and retirement plans.

Qualifications

• 4-6 years of relevant experience in financial services.
• Proven knowledge of banking products and pricing strategies.
• SIE Exam, Series 6, 63, 65, Life and Health licenses required.
• If not held, licenses must be acquired within 120 days.

Responsibilities

• Manage a portfolio of mass affluent clients.
• Uncover financial needs and provide solutions.
• Achieves sales targets by acquiring new assets.
• Conduct client review meetings to maintain relationships.

Skills

Client relationship management

Consultative sales process

Risk management

Excellent communication skills

Analytical skills

Team collaboration

Data-driven decision-making

Education

Post-secondary degree in related field

Job description

Hispanic Alliance for Career Enhancement in Verona, Wisconsin, is seeking a Financial Advisor to manage a diverse portfolio of affluent clients. In this role, you will leverage your 4-6 years of experience to uncover client needs, provide tailored financial solutions, and achieve sales targets. You will be responsible for fostering strong client relationships and working collaboratively across departments. The position requires licensure in financial services and provides opportunities for professional growth and competitive compensation, including health insurance and retirement plans.