Financial Advisor

2 weeks ago

Waukesha, United States The Ladders Full time
Career Development | Competitive Pay and Benefits | Challenging Work | Up-to-date Technology Knowledgeable and Supportive Co-workers

R&R Wealth Management, an affiliate of R&R Insurance Services, Inc., is continuing to grow and prosper Our Wealth Management Team is searching for an enthusiastic and ethical professional with a personable nature to join our financial planning practice. If you've got a passion for helping others achieve their financial goals and would like to join our strong team-based environment, then this opportunity may be for you.

REQUIREMENTS

  • Bachelor's degree in finance, business administration, accounting, HR, or another related field
  • Some exposure to financial, securities or mutual fund industry experience is a plus
  • Ability to build and maintain strong client relationships
  • Effective sales, presentation and customer service skills
  • Excellent communication abilities, including writing, speaking and active listening
  • Analytical thinking skills and the ability to assess clients' needs
  • Ability to handle private information with a high level of confidentiality
  • Current FINRA registration or ability to become registered; current Series 7 and Series 66 a plus, but not required. Must be willing to complete registration in first six months if not currently registered.
RESPONSIBILITIES

As a member of the Wealth Management Team your main focus will be on servicing employees of our qualified retirement plans, supporting our existing team. You will work closely with other team members to provide ongoing education and support for employer sponsored retirement plans and become the go-to resource for explaining retirement benefit plan policies, procedures, and legal requirements to eligible employees. You will conduct presentations for groups of plan participants and hold individual meetings with employees regarding retirement planning. Additionally, you will be responsible for preparing enrollment and educational materials for enrollment meetings, providing education to plan participants, and information on investment options. In this role, you will track enrollment eligibility, complete data entry of contributions, and work closely with employees enrolled in SIMPLE IRA accounts, all while delivering best-in-class client service.

In order to provide the best service to your clients, it is necessary to maintain compliance with all rules and regulations in the financial industry, and stay on top of market trends. You will do this through internal meetings with the retirement plan services team, joining the Managing Director in meetings with product sponsors, and conducting market research on fund companies and securities products as needed.

WHY WORK FOR R&R WEALTH MANAGEMENT?
  • R&R offers careers, not "jobs"
  • Competitive salary and paid time off benefits
  • Company paid licensing and continuing education
  • Benefits including Medical, Dental, Vision, Life, Disability and Flex Spending Accounts
  • 401K with company match and annual profit sharing
  • New facility featuring a Fitness Center and Caf
  • Ergonomic furniture including sit/stand desks for comfort while working
  • Discounted passes to local area attractions
  • Community involvement through creative fundraising events
  • The culture of a small company with the benefits of a large company
  • Family friendly work environment with a 37.5 hour work week
  • Discount on personal auto and homeowners' insurance


See for yourself why R&R is continuing to grow and be successful. Join our Wealth Management Team today

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