Wealth Management Advisor - Investment & Insurance

Bank Five Nine Inc.; Town of Oconomowoc (WI); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank Five Nine Inc. Wealth Management is seeking a Financial Advisor in Oconomowoc, WI. The role focuses on investment sales across mutual funds, annuities, asset management, stocks, bonds, and insurance, while serving as a liaison with bank branches to cultivate sales leads and cross-selling opportunities to generate fee income for the bank.

The position emphasizes advising clients, building relationships, and delivering tailored financial solutions within a full-time wealth management team.

Responsibilities

• The Financial Advisor is responsible for investment sales, including mutual funds, annuities, asset management, stocks, bonds and insurance.
• The Financial Advisor’s primary objective is to act as a liaison with bank branches to generate sales leads and cross-selling opportunities that will generate fee income for the bank.

Job description

Bank Five Nine Inc. Wealth Management is seeking a Financial Advisor in Oconomowoc, WI. The role focuses on investment sales across mutual funds, annuities, asset management, stocks, bonds, and insurance, while serving as a liaison with bank branches to cultivate sales leads and cross-selling opportunities to generate fee income for the bank.

The position emphasizes advising clients, building relationships, and delivering tailored financial solutions within a full-time wealth management team.