Financial Advisor

2 weeks ago


Sturgeon Bay, United States Wealth Management Firm Full time

Our client's sophisticated and boutique wealth management firm is looking for a motivated financial advisor to become a successor to the owner The ideal candidate must be fully licensed, client-focused, and able to provide customized investment strategies that will assist clients with their long-term financial goals.

Responsibilities


  • Offer strategic advice on relevant financial products and services
  • Assist clients with a personalized financial plan
  • Demonstrate an interest and ability to secure new clients


Qualifications


  • Bachelor's degree (preferred)
  • 1+ year of industry experience
  • Series 66 and Series 7 licensed
  • Strong understanding of the investment business
  • Superior interpersonal skills


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