We have other current jobs related to this field that you can find below

  • Retirement Advisor

    2 months ago

    Green Bay, United States Tax Management Services Full time

    Job DescriptionJob DescriptionSalary: $60k-$70kOverview: We are seeking a knowledgeable and client-focused Retirement Advisor to join our team. The ideal candidate will have a deep understanding of retirement planning and investment strategies, with a particular emphasis on 401K plans and personal finance. As a Retirement Advisor, you will work closely with...

  • Financial Advisor Trainee

    2 weeks ago

    Bowling Green, United States Lead Advisor Full time

    Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor.Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning...

  • Wealth Advisor I, Director

    2 months ago

    Green Bay, United States Mercer Advisors Full time

    Job Summary: The Wealth Advisor, Director works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors to support the team’s region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor, Director will include: Functioning as the primary trusted advisor to...

  • Wealth Advisor II

    1 month ago

    Green Bay, United States The Ladders Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives...

  • Financial Planner

    2 days ago

    Green Bay, United States Laura Mossakowski LLC Full time

    Job DescriptionJob DescriptionAre you a committed individual seeking a full-time role as a Financial Planner / Financial Advisor at a thriving firm in Green Bay, WI?Come join our dynamic team that prioritizes ambition, professionalism, diligence, integrity, and ethical practices.Responsibilities:Tackle intricate challenges with innovation and...

  • Financial Planner

    4 weeks ago

    Green Bay, United States Laura Mossakowski LLC Full time

    Job DescriptionJob DescriptionAre you a dedicated individual looking for a Full-Time on-site opportunity as a Financial Advisor/Financial Planner in Green Bay, WI, US?Join our client-centric and high-performing team that values ambition, professionalism, hard work, honesty, and ethics.Key Responsibilities:Address complex issues with creativity and...

  • Financial Planner

    2 weeks ago

    Green Bay, United States Laura Mossakowski LLC Full time

    Job DescriptionJob DescriptionAre you a dedicated individual looking for a full-time career as a Financial Planner / Financial Advisor at a growing Green Bay, WI firm?Join our on-site client-centric and high-performing team that values ambition, professionalism, hard work, honesty, and ethics.Key Responsibilities:Address complex issues with creativity and...

  • Financial Planner

    5 days ago

    Green Bay, United States Laura Mossakowski LLC Full time

    Job DescriptionJob DescriptionAre you a dedicated individual looking for a full-time client-centric career as a Financial Planner / Financial Advisor at a growing Green Bay, WI firm?Join our on-site high-performing team that values ambition, professionalism, hard work, honesty, and ethics.Key Responsibilities:Address complex issues with creativity and...

  • Financial Planner

    2 weeks ago

    Green Bay, United States Laura Mossakowski LLC Full time

    Job DescriptionJob DescriptionAre you a dedicated individual looking for a full-time career as a Jr. Financial Advisor/Financial Planner at a growing Green Bay, WI firm?Join our on-site client-centric and high-performing team that values ambition, professionalism, hard work, honesty, and ethics.Key Responsibilities:Address complex issues with creativity and...

  • Financial Planner

    2 days ago

    Green Bay, United States Laura Mossakowski LLC Full time

    Job DescriptionJob DescriptionAre you a committed individual seeking a full-time role as a Financial Planner / Financial Advisor at a thriving firm in Green Bay, WI?Come join our dynamic team that prioritizes ambition, professionalism, diligence, integrity, and ethical practices. Responsibilities: * Tackle intricate challenges with innovation and originality...

  • Financial Advisor

    2 months ago

    Bay City, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial AdvisorHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...

  • Financial Advisor

    3 days ago

    Sturgeon Bay, United States MBE Wealth Full time

    What's the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this...

  • Automotive Service Advisor

    3 months ago

    Bowling Green, United States Midas BOWLING GREEN 3857 Full time

    Job DescriptionJob DescriptionWe are hiring for a senior service advisor with deep automotive background. Our generous pay plan includes an hourly rate guarantee and a weekly performance bonus. We will pay based on performance and appropriate skill sets needed to advance our company. Pay commensurable with ability to understand, write and sell master...

  • Financial Advisor

    2 days ago

    Green Bay, WI, United States Edward Jones Full time

    Job DescriptionJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones,...

  • Financial Advisor

    7 hours ago

    Palm Bay, United States Edward Jones Full time

    Job DescriptionJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones,...

  • Customer Solutions Advisor

    6 days ago

    Bay Minette, Alabama, United States Atlas Copco Airpower N.V. Full time

    Did you know that compressed air systems are integral to various industries? Recognized as the fourth utility, compressed air plays a vital role in sectors ranging from aerospace to food processing, and from oil production to manufacturing. At Atlas Copco Airpower N.V., we strive to lead the way in the compressed air sector, consistently pushing boundaries...

  • Investment Operations and Trust Administrator

    3 weeks ago

    Green Bay, United States Heck Capital Advisors Full time

    INVESTMENT OPERATIONS AND TRUST ADMINISTRATORJob Level: Senior AssociateType of Position: Full TimeExemptAnticipated Start Date: 2024In Person: Rhinelander or Green BayEssential Job FunctionsThe Investment Operations and Trust Administrator plays a crucial role in managing the administration of trusts and estates, ensuring compliance with legal requirements,...

  • Research and Development Team Advisor

    2 weeks ago

    Green Bay, United States Schreiber Foods Full time

    As part of the R&D Product Development Team, this position is responsible for leading a small group of scientists in developing new and innovative products and manufacturing processes to meet customers needs, modify existing products and processes to improve overall quality and or costs, and supporting customers on projects, trials and startups for a...

  • Senior Trust and Investment Operations Specialist

    5 days ago

    Green Bay, Wisconsin, United States Heck Capital Advisors Full time

    SENIOR TRUST AND INVESTMENT OPERATIONS SPECIALISTJob Level: Senior AssociateType of Position: Full TimeExemptKey ResponsibilitiesThe Senior Trust and Investment Operations Specialist is essential in overseeing the management of trust and estate administration, ensuring adherence to legal standards, and providing outstanding service to clients. This position...

  • Sales & Service Advisor - Green Valley

    3 weeks ago

    Green Valley, United States BRAKEmax Tire & Service Centers Full time

    Overview: BRAKEmax has all of the services you need to keep your vehicle in top condition. Whether you need basic services like oil changes and brake repair, or more challenging mechanical services like transmission repair or car AC repair, one stop at BRAKEmax gets it done. The Sales and Service Advisor is responsible for selling and promoting all products...

Retirement Advisor

2 months ago

Green Bay, United States Tax Management Services Full time
Job DescriptionJob DescriptionSalary: $60k-$70k

Overview: We are seeking a knowledgeable and client-focused Retirement Advisor to join our team. The ideal candidate will have a deep understanding of retirement planning and investment strategies, with a particular emphasis on 401K plans and personal finance. As a Retirement Advisor, you will work closely with employers and their respective teams to provide personalized guidance and support, helping them make informed decisions to achieve their retirement goals.

 

Responsibilities:

  1. Consultation: Meet with employers and individuals to assess their 401K plan needs and objectives. Provide tailored recommendations for plan design, investment options, and administrative services to optimize the plan's effectiveness and meet regulatory requirements.
  2. Employee Education: Conduct group meetings with employers and employees to explain the features of the 401K plan, investment options, and retirement planning concepts. Empower employees to make informed decisions about their retirement savings strategies.
  3. Investment Guidance: Offer personalized investment advice to plan participants based on their individual risk tolerance, time horizon, and financial goals. Help participants select appropriate investment options within the plan and periodically review their portfolios to ensure alignment with their objectives.
  4. Financial Planning: Assist employees in developing comprehensive retirement savings strategies that integrate their 401K accounts with other retirement vehicles, such as IRAs and pension plans. Address other financial planning needs, such as budgeting, debt management, and insurance coverage, as appropriate.
  5. Regulatory Compliance: Stay abreast of all relevant laws, regulations, and industry trends related to 401K plans and retirement planning. Ensure that all advice provided to clients is in compliance with applicable regulations and fiduciary standards.
  6. Client Relationship Management: Cultivate strong relationships with employers and employees through proactive communication, responsiveness to inquiries, and regular check-ins. Serve as a trusted advisor and resource for all matters related to the 401K plan.
  7. Market Research: Monitor market developments, investment performance, and product offerings within the retirement industry. Identify opportunities to enhance the competitiveness and value proposition of our 401K services.

 

Qualifications:

  • Bachelor's degree in finance, business administration, or a related field.
  • Series 66B license.
  • Minimum of 5 years of experience in financial advising or retirement planning, with a focus on 401K plans.
  • Strong understanding of retirement plan design, investment principles, and tax implications.
  • Excellent communication and interpersonal skills, with the ability to effectively explain complex financial concepts to clients of varying backgrounds.
  • Proven track record of building and maintaining client relationships.
  • Detail-oriented with strong analytical and problem-solving abilities.
  • Ability to work independently and collaboratively within a team environment.
  • Commitment to upholding ethical standards and acting in the best interests of clients.

 

Benefits:

  • Competitive salary and performance-based incentives
  • Comprehensive health benefits package
  • Retirement savings plan
  • Professional development opportunities
  • Flexible work schedule

 

If you are passionate about helping individuals achieve financial security in retirement and possess the expertise to guide them through the complexities of 401K planning, we encourage you to apply for the position of Retirement Advisor. Join us in making a positive impact on the financial well-being of our clients.