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Sturgeon Bay

    Financial Advisor - Sturgeon Bay, United States - Wealth Management Firm

    Wealth Management Firm
    Wealth Management Firm Sturgeon Bay, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Our client's sophisticated and boutique wealth management firm is looking for a motivated financial advisor to become a successor to the owner The ideal candidate must be fully licensed, client-focused, and able to provide customized investment strategies that will assist clients with their long-term financial goals.

    Responsibilities

    • Offer strategic advice on relevant financial products and services
    • Assist clients with a personalized financial plan
    • Demonstrate an interest and ability to secure new clients

    Qualifications

    • Bachelor's degree (preferred)
    • 1+ year of industry experience
    • Series 66 and Series 7 licensed
    • Strong understanding of the investment business
    • Superior interpersonal skills
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