3 Wealth Manager - Financial Firm - Waukesha, WI Jobs in Waukesha, WI

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Wealth Manager - Financial Firm - Waukesha, WI

Advisor Employee Services

Waukesha, WI | Full Time

$119k-160k (estimate)

3 Weeks Ago

Lead Financial Advisor - RIA Firm - Waukesha, WI

Advisor Employee Services

Waukesha, WI | Full Time

$75k-94k (estimate)

0 Months Ago

Client Service Representative - Financial Firm - Waukesha, WI

Advisor Employee Services

Waukesha, WI | Full Time

$35k-43k (estimate)

0 Months Ago

Wealth Manager - Financial Firm - Waukesha, WI

$119k-160k (estimate)

Full Time 3 Weeks Ago

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Advisor Employee Services is Hiring a Wealth Manager - Financial Firm - Waukesha, WI Near Waukesha, WI

Wealth Manager

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in Waukesha, WI is seeking to add a Wealth Advisor to our Team!

This Wealth Advisor will have the opportunity to meet one-on-one with existing clients. We currently have a $100 million dollar book to hand to the right advisor. The ideal candidate for this role will be someone who enjoys building relationships and knows how to provide the ultimate client experience; always putting clients first. Initial duties include servicing existing clients and client relationship building. No appointment on Fridays, participate in advisor team meetings and get coached by the CEO. As a team, we work through any client issues to support each other.

Key Traits:

Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Persuasive ability

Minimum Requirements:

College degree preferred
4 years of financial service experience required
Series 65 and Life and Health required
Strong organizational, prioritization, interpersonal and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite
Experience with CRM preferred

Position Responsibilities:

Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist main Advisor with meeting individual and team goals

Salary

$100 - $150,000k

Money for Nothing

Three weeks paid time-off each year

Additional Days Off

When we meet our goals, we prefer to give employees extra days off

Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in!

Retirement

We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $22,500 and get a 3% match on top of that. Are you 50 ? You can contribute $29,000 in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if under 50 and $11,000 if 50 . We know a lot about money, it’s what we do!

Let’s Stay Healthy

Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.!

Hungry?

Free Lunches provided for weekly team building

Free coffee (Nespresso), tea, sodas, water, and hot cocoa — all on-site

You Look Like You to Work out!

Free onsite gym

Want To Lend a Hand?

We support local charities financially and with paid time off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.

How Do I Get There?

Waukesha location is just off the Guerke’s corner exit on I-94

Mequon location is right off I-43 on Mequon and Port Washington Rd

Wow, You’re Smart!

We’ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation!

Want to get your CPA license? Let’s do it!

Let’s have fun!

Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!

Paid-for Annual Trips

Company hits our goals, let's all travel together!

Presented by Advisor Employee Services Thank you for your interest in the Wealth Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!