Associate Advisor - Evansville, WI

Advisor Talent Solutions•Evansville, WI

15h•$68,900 - $86,900•Onsite

About The Position

Retirement Income Strategies located in Evansville, WI is seeking to add an Associate Advisor to our team! This growth-centered role is designed for motivated professionals eager to advance to Lead Advisor and beyond. As an Associate Advisor, you will have the invaluable opportunity to learn directly from the Lead Advisor and master our repeatable process, laying a strong foundation for your professional development within our firm.

Requirements

Bachelor's degree required
1+ years’ of face-to-face client experience in financial services or related field
Life and Health insurance license
Series 65 securities license
CFP certification or willingness/ability to obtain within first year
Proven problem solver, self-starter, adaptable, attention to detail, committed team player
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Responsibilities

Prepare for client appointments
Sit second chair in meetings
Manage post-appointment follow-up
Master our unique process, language, and client service standards
Become fluent in our proven approach
Work closely with Lead Advisor and team to solve client problems, add value, and build trust
Follow our scalable, duplicatable processes to ensure consistency and quality throughout client interactions
Progress from second to first chair in client meetings within 6-12 months
Take on your own group of clients as Lead Relationship Advisor