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For Companies At a Glance
- Tasks: Help clients achieve financial goals and manage investment opportunities.
- Company: Join a successful financial services firm in Milwaukee, WI.
- Benefits: Enjoy flexible workspaces and a competitive salary of $75,000 to $85,000 per year.
- Why this job: Grow your career in Wealth Management with diverse tasks and client interactions.
- Qualifications: Must have three years of experience and relevant financial licenses.
- Other info: Equal Opportunity Employer; we welcome diverse applicants.
The predicted salary is between 60000 - 84000 £ per year.
Job Description
We are hiring for a Financial Advisor in Milwaukee, WI. This is an opportunity to work for a successful financial services firm. You will inherit an existing portfolio and also grow your client base. If you have at least three years experience, this could be a good fit for you.
Financial Advisor Responsibilities:
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Develop and maintain client relationships and help clients achieve their financial goals.
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Analyze and promote investment opportunities that are appropriate for the clients.
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Prospect and gain referrals for new clients.
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Be a subject matter expert on financial trends, strategies, regulations, and product offerings of the firm.
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Conduct client asset analysis to assist with tax, retirement, and estate planning.
Requirements:
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Three or more years experience as a Financial Advisor
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Earned your Series 7, 63/65 or 66 as well as valid Wisconsin Life Insurance License
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Excellent communication and presentation skills
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Strong business development abilities
If you enjoy variety in your day with the flexibility of work space and are looking to grow in the world of Wealth Management, please apply today!
Pay Details: $75,000.00 to $85,000.00 per year
Search managed by: Pat Dermody
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Financial Advisor (Hiring Immediately) employer: Rac
Contact Detail:
Rac Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Hiring Immediately)
✨Tip Number 1
Network with other financial professionals in Milwaukee. Attend local finance-related events or join relevant groups on social media to connect with potential colleagues and clients. This can help you gain insights into the local market and may lead to referrals.
✨Tip Number 2
Stay updated on the latest financial trends and regulations. Subscribe to industry newsletters or follow influential financial advisors online. Being knowledgeable about current events will not only boost your confidence but also impress potential clients during discussions.
✨Tip Number 3
Prepare to showcase your existing portfolio and client success stories during interviews. Highlighting your past achievements can demonstrate your capability to manage and grow client relationships effectively, making you a more attractive candidate.
✨Tip Number 4
Practice your communication and presentation skills. As a Financial Advisor, you'll need to explain complex financial concepts clearly. Consider doing mock presentations with friends or colleagues to refine your delivery and ensure you're engaging and informative.
We think you need these skills to ace Financial Advisor (Hiring Immediately)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, especially the three years required. Emphasise your skills in client relationship management, investment analysis, and business development.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention specific achievements in your previous roles and how they align with the responsibilities listed in the job description.
Highlight Relevant Certifications: Clearly list your Series 7, 63/65 or 66, and Wisconsin Life Insurance License in your application. This will demonstrate your qualifications and readiness for the role.
Showcase Communication Skills: Since excellent communication is key for this role, consider including examples of how you've successfully communicated complex financial concepts to clients in your application.
How to prepare for a job interview at Rac
✨Showcase Your Experience
With at least three years of experience required, be sure to highlight your relevant background. Prepare specific examples of how you've successfully developed client relationships and achieved financial goals for your clients.
✨Demonstrate Industry Knowledge
As a Financial Advisor, being a subject matter expert is crucial. Brush up on current financial trends, regulations, and the firm's product offerings. This will show your potential employer that you are proactive and knowledgeable.
✨Prepare for Client Scenarios
Think about various client scenarios you might encounter and how you would handle them. Be ready to discuss how you would analyse investment opportunities or conduct asset analysis for tax and retirement planning.
✨Practice Your Communication Skills
Excellent communication is key in this role. Practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend to refine your presentation skills and ensure you can convey complex information simply.
