Financial Advisor
$61,000–$119,000 year
On-siteWauwatosa, Wisconsin, 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 and grow relationships to support them through every stage of life. Start as a financial representative focused on client-building and obtaining licenses before evolving into a business owner with uncapped earning potential. This role offers performance-based compensation with average annual earnings ranging from $61K to $119K in the first three years.
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
- National criminal background check
Desired Qualifications
- Desire for continuous learning and collaboration
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.