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Financial Services Professional

2 months ago

Waukesha, Wisconsin, United States Advisor Employee Services Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services.

Key Responsibilities
  • Meet one-on-one with existing clients to build strong relationships and provide exceptional client service.
  • Develop and implement customized financial plans to meet clients' needs.
  • Assist clients with investment, insurance, and retirement planning.
  • Provide financial planning advice on wealth management and estate planning.
  • Manage and retain strong client relationships.
Ideal Candidate
  • 2+ years of financial services experience.
  • Series 65 and Life and Health licenses.
  • Strong organizational, prioritization, interpersonal, and management skills.
  • Excellent communication skills, both verbal and written.
  • Experience with financial planning software preferred.
Benefits and Compensation
  • Salary: $90,000 - $120,000 per year, based on experience.
  • Three weeks paid time-off each year.
  • Additional days off when goals are met.
  • Flexible work arrangements to accommodate changing needs.
  • Traditional and Roth 401(k) plans with a 3% company match.
  • Health insurance plan with a great provider network.
  • Free lunches and on-site coffee, tea, and snacks.
  • Paid time-off to volunteer and support local charities.
  • Opportunities for professional development and certification.
About Us

Advisor Employee Services is a successful financial services company dedicated to providing exceptional client service and expertise. We value teamwork, flexibility, and work-life balance, and prioritize employee well-being and professional growth.