Financial Advisor - Delafield, United States - Extension, Inc

Extension, Inc Delafield, United States

1 week ago

Accounting / Finance

Description

Extension is seeking a Financial Advisor for a Direct Hire opportunity with one of our clients located in Delafield, WI.

About Our Client

Local investment group that prides themselves on putting their clients first
Tight knight group that loves to collaborate
Strong belief in bettering the community

Key Objectives / Role Responsibilities

Develop and present financial plans to individual and family clients and help them implement recommendations.
Monitor client investments and review performance, suggest and implement changes to client portfolio as deemed appropriate.
Support primary advisor in servicing existing company clients.
Develop new business by participating in community events, organizations, networking, as well as develop and deliver seminars and make speaking appearances.

Desired Skills & Qualifications

3-5 years of financial planning experience
CFP designation or candidacy
Series 7 & 66 licensed.
WI Life Insurance License
Excellent interpersonal skills and the ability to develop strong relationships with clients
Ability to independently manage and prioritize multiple projects

Salary Information

$100-$125K + bonus potential

We're looking forward to connecting with you and are excited to help you make your next career move

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