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Lead Financial Advisor

2 months ago

Waukesha, United States Global Recruiters Network Inc 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 required, CFP preferred.

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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