Financial Advisor
$61,000–$119,000 year
On-siteJamison, Pennsylvania, United States
Job Summary
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience. Build personalized, holistic financial plans tailored to every client's unique needs covering asset protection, education funding, and retirement solutions. Manage your client's financial plans to help them achieve their goals while growing relationships to support them through every stage of life. This role involves obtaining Life/Accident & Health, SIE, Series 6, 7, and 63 licenses with tuition reimbursement. Average annual earnings range from $61K to $119K for the first three years, with top 25% earning $137K to $250K. On-site employment in Milwaukee, WI requires a Bachelor's degree and entrepreneurial ambition.
Required Qualifications
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6
- Series 7
- Series 63
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