- Attend evening educational workshops as an introducer or presenter
-
Financial Advisor
5 days ago
Summit Credit Union Milwaukee, United StatesWant to make a difference at a fast-growing organization known across Wisconsin for boosting financial education and wealth across entire communities - especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the ...
-
Financial Advisor
1 week ago
Liberty Financial Group Elm Grove, United StatesAre flexible hours attractive to you? · Do you want to be trained for success? · Does a team environment energize you? · Do you wish someone else could prospect, · while you focus on client meetings & relationship building? · Our financial advisors are trusted among our team ...
-
Financial Advisor
3 weeks ago
Cetera Investment Services LLC Waukesha, United StatesComp: Base + Bonus · Financial Professional · What we need: · Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable ind ...
-
Financial Advisor
3 days ago
Global View Capital Management, LLC. Waukesha, United StatesFinancial Advisor (MUST have NASAA s65 or 66 & WI Ins Life & Health license) · Global View Capital Management, LLC (GVCM) is an SEC Registered Investment Advisor (RIA) and the headquarter office is located in Waukesha, Wisconsin. GVCM delivers tactical asset management through it ...
-
Financial Advisor
18 hours ago
Diversified Management, Inc. Milwaukee, United StatesJob Description · Job DescriptionRole · As a Financial Adviser, you will work in a collaborative role along with our senior Financial Advisers in delivering all aspects of financial management. The longer-term goal for this position is to work directly with clients, move into a s ...
-
Financial Advisor
3 weeks ago
Thrivent Financial for Lutherans Oconomowoc, United StatesThrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to he Financial Advisor, Financial, ...
-
Lead Financial Advisor
3 weeks ago
Aesplacement Waukesha, United StatesAre 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 ...
-
Financial Advisor
4 weeks ago
Equitable Holdings Milwaukee, United StatesEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We Financial Advisor, Financial, ...
-
Financial Advisor
1 week ago
New York Life Insurance Company Milwaukee, United States· At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the h ...
-
Financial Advisor Foundations Associate
6 days ago
Robert W. Baird & Co. Incorporated Milwaukee, United StatesChallenge your thinking and build an amazing career with the best people in the financial services industry Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wea ...
-
Vice President, Financial Advisor
5 days ago
Wealth Enhancement Group Milwaukee, United StatesAbout Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi ...
-
Financial Advisor
3 weeks ago
LPL Financial Brookfield, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Summit Federal Credit Union in Waukesha, WI would allow you to join ...
-
Financial & Wealth Advisors
5 days ago
Job Expo Connect Southport, United StatesWealth and Financial Advisor Opportunities Across the U.S. · We are collaborating with a prestigious client, a leader in the financial services industry, offering unparalleled opportunities for Wealth and Financial Advisors across major U.S. cities. Our partnership ensures that ...
-
Financial Advisor
2 weeks ago
Cetera Investment Services LLC Waukesha, United StatesComp: Base + Bonus · Financial Professional · What we need: · Attention finance, insurance, and sales professionalsare you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable i ...
-
Financial Advisor
4 weeks ago
LPL Financial Oconomowoc, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Bank Five Nine in Oconomowoc, WI would allow you to join the Investment Program at Bank Five Nine a ...
-
Financial Advisor Foundations Associate
3 weeks ago
Robert W. Baird & Co. Milwaukee, United StatesBaird's Financial Advisor Foundations Program is a rotational program for candidates passionate about a career in financial advising. The Program provides work experiences, business development opportunities, and educational opportunities in select Private Wealth Management funct ...
-
Compliance Officer, Park Avenue Securities
3 weeks ago
Guardian Llc Greendale, United StatesCompliance Officer, Park Avenue Securities · Guardian · We provide life insurance, disability insurance, dental insurance, and other benefits that help protect people and inspire their well-being. · View company page · The Chief Compliance Officer of Park Avenue Securities (P ...
-
Senior Director, Technology
1 week ago
TransUnion Greendale, United StatesSenior Director, Technology & Security Risk Management & Compliance · TransUnion's Job Applicant Privacy Notice · Personal Information We Collect · Your Privacy Choices · What We'll Bring: · At TransUnion we have a welcoming and energetic environment that encourages collabor ...
-
Community Relations Director
1 week ago
Franklin Place Memory Care Franklin, United StatesABOUT US: · Anthem Memory Care is guided by a single purpose: To engage, protect, and love people living with memory loss. We are committed to sustaining a safe, active, and loving environment; to give our families peace of mind; to be patient, · seeking to understand those liv ...
-
Principal Cybersecurity Engineer
1 week ago
Discover Greendale, United StatesPrincipal Cybersecurity Engineer (Zscaler / Netskope ) · Discover · Discover bank offers online banking, reward credit cards, home equity loans, student loans, and personal loans to help meet your financial needs. · View company page · With us, you'll do meaningful work from ...
Associate Financial Advisor - Greendale, United States - Johnson Brunetti
Description
Associate Financial AdvisorAre you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you Our well-established and growing financial firm is expanding and seeking to add an Associate Advisor to our Team
This position will assist with new client onboarding, work with and support our Advisors and continue to grow and enhance existing client relationships.
Minimum Requirements
·
College degree
·
3 + years of financial services experience
·
Life and Health Licensed; Series 65 or Series 7 & 66
·
Strong organizational, prioritization, & interpersonal skills
·
Strong mathematical and analytical skills
·
Excellent communications skills; both verbal and written
·
Ability to work in a fast-paced, evolving environment
·
Process-oriented approach to problem-solving and must be detail-focused
Position Responsibilities
·
Support the advisor's in regard to client's inquiries and processing of new business
·
Provide excellent client service to existing clients
·
Manage and retain strong client relationships
·
Assist in the onboarding of new clients
·
Communicating the full range of the company's services and capabilities to clients
·