Financial Advisor - Evansville, WI

Advisor Talent Solutions•Evansville, WI

6d•$80,000 - $120,000•Onsite

About The Position

Retirement Income Strategies in Evansville, WI is seeking to add a Financial Advisor to their Team. The purpose of this position is to have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – to include introducing the main Advisor.

Requirements

5 years of financial advisor experience, preferably with high-net-worth clientele
Bachelor’s degree in finance preferred
Life and Health Licensed
Series 65 Licensed
CFP certification or willingness/availability to obtain within the first year
Advanced proficiency with Microsoft Office Suite
Experience with CRM systems
Strong mathematical and analytical skills
Strong organizational skills with the ability to prioritize projects and manage time effectively
Excellent customer service skills, including superior verbal and written communication
Demonstrated strong follow-through and reliability
Positive and professional attitude
Persistent and dedicated to achieving high-quality results

Responsibilities

Conduct annual reviews of client accounts and maintain detailed client files
Manage daily client communications to ensure timely and effective service
Perform financial analyses, develop financial plans, and provide customized investment recommendations under the guidance of the Lead Advisor
Deepen client relationships and engage with both prospects and clients transitioning from the Lead Advisor
Perform portfolio risk assessments and offer investment advice based on comprehensive research
Monitor and resolve service issues to ensure a high-quality client experience
Accurately document all client interactions in the firm’s CRM system
Lead client meetings from start to finish and guide clients through proposed portfolio changes
Ensure adherence to SEC and state licensing requirements