Aesplacement
Financial Advisor - Financial Firm - Waukesha, WI
Aesplacement, Waukesha, Wisconsin, United States, 53188
Location:
Waukesha, WI
Job Id:
3696 # of Openings:
1 Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Our established financial service firm, Drake & Associates, in
Waukesha, WI , is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Minimum Requirements: ● College degree preferred ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income: $150,000 – $500,000 Benefits: ● Three weeks of paid time off each year ● Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions ● Blue Cross Blue Shield group health insurance plan with a great provider network ● Paid time off to go to the doctor, dentist, etc. ● Free coffee, tea, sodas, water, and hot cocoa — all on-site ● Support for local charities financially and with paid time off to volunteer ● Mentorship and assistance with obtaining necessary licenses and designations How Do I Get There? Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd. Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided.
#J-18808-Ljbffr
Waukesha, WI
Job Id:
3696 # of Openings:
1 Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Our established financial service firm, Drake & Associates, in
Waukesha, WI , is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Minimum Requirements: ● College degree preferred ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income: $150,000 – $500,000 Benefits: ● Three weeks of paid time off each year ● Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions ● Blue Cross Blue Shield group health insurance plan with a great provider network ● Paid time off to go to the doctor, dentist, etc. ● Free coffee, tea, sodas, water, and hot cocoa — all on-site ● Support for local charities financially and with paid time off to volunteer ● Mentorship and assistance with obtaining necessary licenses and designations How Do I Get There? Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd. Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided.
#J-18808-Ljbffr