Wealth Management Advisor Associate
Your Opportunity: Join the premier, independent Wealth Management team of Schulfer & Associates, LLC Wealth Management as an Associate Wealth Management Advisor. Our positive, upbeat atmosphere of teamwork and collaboration is second-to-none in the most beautiful office building in Central Wisconsin. You will be mentored by the best!
Your role: Our Associate Wealth Management Advisor will be guided by a lead advisor to manage and enrich existing client relationships of our firm. Areas of emphasis include understanding a variety of investments, financial and retirement planning including working with financial planning software to prepare and update financial plans. You’ll participate in fun and meaningful client appreciation and educational events.
Your Qualifications: The ideal candidate for this full-time career position will have
- Two or more years of experience in financial services working with clients
- Securities licenses are required, 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
- Exceptional listening skills
- Strong relationship building skills
- 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 in experience, responsibilities, and compensation
- The ability to have fun and be enjoyable to be around, in a highly professional environment
Your Compensation: Pay and benefits are competitive, commensurate with experience. We also have a strong bonus system that rewards you for your efforts and results.
Your career path: You’ll have an opportunity to become a Lead Wealth Management Advisor if desired.
Your next step: Please submit your detailed resume’ and cover letter outlining your interest in joining our team, your related experience including personal and career attributes, as well as your salary requirements and goals to GSchulfer@lpl.com
