Our client is a growing $400M RIA in the Waukesha, WI area with a truly refreshing company culture. They are seeking a CFP to join their firm. SERIES 65 required, CFP preferred.
THIS IS NOT A COLD-CALLING ROLE
Our client has fabulous marketing and you will work with verified leads!
Build old and new relationships, leverage sales skills to convert them into First Appointments, and ultimately, long-term clients.
Competitive base salary
Growth oriented firm culture, while being loose and fun
You will work in tandem with the Marketing and Sales Teams to prioritize leads and execute nurturing strategies.
EDUCATION AND/OR EXPERIENCE
Series 65
Bachelor's Degree
3-5 years' min experience working as a Financial Advisor
KNOWLEDGE, SKILLS, AND ABILITIES • Highly personable and optimistic • Excellent communicator • Remarkable organizational and prioritization skills, with meticulous attention to detail