Lead Financial Advisor

2 months ago


Grand Rapids, United States Global Recruiters of Mid-Cities (GRN) Full time

Our client is a growing $400M RIA in the Waukesha, WI area with a truly refreshing company culture. They are seeking a CFP to join their firm. SERIES 65 & CFP required.


THIS IS NOT A COLD-CALLING ROLE


Our client has fabulous marketing and you will work with verified leads

Build old and new relationships, leverage sales skills to convert them into First Appointments, and ultimately, long-term clients.


  • Competitive base salary
  • Growth oriented firm culture, while being loose and fun


You will work in tandem with the Marketing and Sales Teams to prioritize leads and execute nurturing strategies.


EDUCATION AND/OR EXPERIENCE

  • Series 65
  • Bachelor’s Degree
  • 3-5 years’ min experience working as a Financial Advisor


KNOWLEDGE, SKILLS, AND ABILITIES

• Highly personable and optimistic

• Excellent communicator

• Remarkable organizational and prioritization skills, with meticulous attention to detail


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