Financial Consultant/Investment Strategist

2 weeks ago


Waukesha, Wisconsin, United States The Symicor Group Full time

Financial Consultant/Investment Strategist – Waukesha, WI

About Us
The Symicor Group is a specialized talent acquisition firm with a focus on the banking and accounting sectors. Our unique approach is built on the expertise of our recruiters, many of whom have backgrounds as bankers or accountants themselves.

Our Mission
We are dedicated to connecting exceptional talent with leading financial institutions. Whether you are a candidate exploring new career paths or a company leader in search of top-tier professionals, The Symicor Group is committed to delivering outstanding results.

Position Overview
Our client is looking for a Financial Consultant/Investment Strategist in the Waukesha, WI area. The ideal candidate will provide guidance on investment and insurance solutions, along with crafting comprehensive financial plans tailored to client needs.

Key Responsibilities
- Develop and maintain strong client relationships through effective business development and networking.
- Analyze various financial documents, including tax returns, account statements, and insurance policies.
- Foster collaboration with internal teams to identify and capitalize on investment opportunities.
- Engage in community outreach and networking events to expand professional connections.

Who You Are
You are an individual eager to shape your career trajectory. You seek an environment that encourages personal growth and aligns with your professional aspirations.

Qualifications
- High school diploma or equivalent required.
- Bachelor’s degree in Business or Finance preferred.
- Minimum of three years of experience as a Financial Advisor or in a related role.
- Required certifications: FINRA Series 7 and 66 (or 63, 65), along with Life and Health Insurance licenses.
- Proven ability to cultivate strong relationships with clients and colleagues.
- Strong focus and ability to manage multiple tasks under tight deadlines.

The next step in your career awaits.



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