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At WEA Member Benefits, we are dedicated to serving our members with highly rated retirement savings, financial planning, and personal insurance programs for public school employees. Our employees have a passion for our mission and vision and strive to deliver “A Performance” in everything we do. WEA Member Benefits was created by Wisconsin educators for Wisconsin educators over 50 years ago. Our culture, work environment, and team have made our organization a 3-time “Best Places To Work” winner (Madison Magazine) and 3-time Top Workplaces winner (Wisconsin State Journal). We focus heavily on taking care of our employees with competitive pay, generous health/dental/vision insurance coverage, paid time off, and an industry-leading 401(k) retirement savings plan.
We have an exciting opportunity to join our Retirement and Investment Services Team as a Licensed Retirement and Investment Services Specialist.
Summary
The Financial Planner is responsible for administering the services through the WEA Financial Advisors, Inc. (WEA FA), program by engaging in client acquisition activities, discussing planning services with clients, analyzing client needs, recommending appropriate financial products and investments, preparing a written analysis and recommendation, and assisting with plan implementation and monitoring.
Objectives
65% administer the wea fa program to help clients analyze their retirement income, goals, and distribution needs as follows.
30% participate in client acquisition, enrollment, and promotional activities as Follows.
5% assist in special projects as needed, including providing input for month-end and Board reports, and ensuring assigned projects are completed on time and within budget.
Qualifications Required for Appointment
To be considered for appointment to this position, the applicant must demonstrate the following:
Preferred Qualifications
The following qualifications are preferred for appointment to this position:
Demonstrated success preparing and implementing written personal financial plans.
Qualifications Required for Successful Performance
For successful performance in this position, the incumbent will need to demonstrate the following:
WEA Member Benefits is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or any other protected class under local, state or federal law.
WEA Member Benefits is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request an accommodation within the application process, contact us at apply@weabenefits.com
Job Type: Full-time
Benefits:
Schedule:
Work Location: In person
Full Time
Insurance
$101k-120k (estimate)
05/02/2024
09/27/2024
weabenefits.com
MONONA, WI
50 - 100
1972
ERIC PURINGTON
<$5M
Insurance
The job skills required for Financial Planner include Analysis, Customer Service, Microsoft Office, Written Communication, Financial Planning, Record Keeping, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
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Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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These companies or consultants can offer advice, or may be registered to sell financial products.
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Preparing and consolidating financial forecasts and models as required.
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Collect all documents required to create a complete financial plan.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
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The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
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Gives a solid foundation for understanding types of financial circumstances and options.
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Step 3: View the best colleges and universities for Financial Planner.