Financial Advisor
$61,000–$119,000 year
On-siteAnnapolis, Maryland, 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 & income protection, education funding, investment & advisory services, trust services, retirement solutions, and business needs analysis. Manage your client's financial plans to help them achieve their goals and grow relationships to support them through every stage of life. This role requires obtaining Life/Accident & Health Certifications, SIE, and Series 6, 7, and 63 licenses, with tuition support provided. Average annual earnings range from $61K to $119K, with top 25% advisors earning $137K to $250K. Benefits include a fully company-funded retirement package, pension plan, and medical, vision, and dental coverage. The position is onsite in Milwaukee, WI, and requires legal authorization to work in the US without sponsorship.
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
Additional Requirements
- Legal authorization to work in the US without sponsorship
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