What are the responsibilities and job description for the Associate Advisor - Evansville, WI position at WI?
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 you’ll 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 We’re Looking For:
- 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
What You’ll Get:
Pay & Perks:
- $68,900 - $86,900/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 advisortalentsolutions.com
Salary : $68,900 - $86,900