Wealth Management Advisor Associate
Join the premier independent Wealth Management team of Schulfer & Associates, LLC Wealth Management, lead by LouAnn and Gene Schulfer, as a Wealth Management Advisor Associate. Our positive, upbeat atmosphere of teamwork and collaboration continues to grow our firm, ranking among the top in our industry. You’ll work in the most beautiful office building in Central Wisconsin and will be mentored by proven leaders!
As a Wealth Management Advisor Associate, you’ll work directly with our clients, enriching existing client relationships. Areas of emphasis include understanding a variety of investments, personal financial and retirement planning, working with advanced financial planning and other industry technology.
The ideal candidate for this full-time position will have:
- Two or more years of experience in financial services working with clients
- Securities licenses, such as Series 6 or 7, 63, 65 or 66 and/or Securities Industry Essentials (SEI)
- Life and Health Insurance Licenses
- Strong written and verbal communication skills, exceptional organizational dexterity and attention to detail are of utmost importance
- A desire to work within the framework of a team while being independent in your responsibilities
- An aspiration for a long-term career with our firm, with a substantial opportunity for growth and advancement in compensation, including an opportunity for an ownership stake
- The ability to have fun and be enjoyable to be around, in a highly professional environment
Compensation and benefits are competitive and are negotiable, commensurate with your experience; we have a strong bonus system that rewards you for your efforts and results.
Please submit your detailed resume’ and cover letter to Gene Schulfer at GSchulfer@lpl.com.
