Associate Advisor Evansville, WI

Evansville, IN - USA

Yearly Salary: $ 68900 - 86900

Posted on: 21 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Associate Advisor

Firm: Retirement Income Strategies

Location: Evansville WI

Overview:

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.

What youll do:

Client Interaction: Prepare for client appointments sit second chair in meetings and manage post-appointment follow-up

Learning & Development: Master our unique process language and client service standards; become fluent in our proven approach

Collaboration: Work closely with Lead Advisor and team to solve client problems add value and build trust

Process Adherence: Follow our scalable duplicatable processes to ensure consistency and quality throughout client interactions

Transition of Responsibilities: Progress from second to first chair in client meetings within 6-12 months ultimately taking on your own group of clients as Lead Relationship Advisor

What Were Looking For:

Bachelors 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

What Youll Get:

Pay & Perks:

$68900 - $86900/year based on experience additional $5k (CFP licensed)
Maximum variable compensation up to $30k based on experience
Quarterly bonuses based on revenue of the firm and year end profit sharing
Health insurance (company paid)
Dental/Vision insurance
401K
Unlimited PTO
Profit Sharing
Free Lunches
All-expense paid team trip for you and plus one!
Advancement opportunities
Community Involvement

Schedule:

In office: Monday Friday 8am-5pm
Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Position: Associate AdvisorFirm: Retirement Income StrategiesLocation: Evansville WIOverview: 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 a...