Financial Advisor

About the role

Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role you will serve existing clients, expand your network through business development, and deliver impactful solutions that make a difference in people’s lives. With strong team support, career growth opportunities, and competitive benefits, you’ll thrive in a rewarding environment where your expertise truly matters. The position is flexible with a focus in Southern Wisconsin, depending on candidate preferences and business need.

Responsibilities

• Proactively serve the needs of existing Lake Ridge Financial clients by nurturing and strengthening relationships.
• Deepen Financial Advisory relationships in assigned markets.
• Actively seek and respond to referrals from other bank employees.
• Regularly attend internal and external meetings to promote business development.
• Pursue ongoing education to maintain licenses and professional designations.
• Participate in peer group meetings with LPL‑Institutional Services.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in a related field, or a minimum of 5 years’ experience in sales or assisting clients with financial needs.
• Series 7, 6, or 63 licenses; Life and Health licenses.
• Strong working knowledge of fiduciary responsibilities, investments, and financial/retirement planning.
• Understanding of liabilities associated with the bank acting as a fiduciary for individuals and entities.
• Excellent interpersonal and communication skills (verbal and written) to interact with a diverse client base.
• Strong organizational and time‑management skills.
• Current knowledge of wealth‑management market and industry issues/regulations.
• Demonstrated ability to exercise independent judgment.
• Ability to prioritize, multitask, and remain composed in a fast‑paced, deadline‑driven environment.
• Proficiency in Microsoft Office Suite, strong typing/keyboarding skills, and willingness to learn new programs and software.
• Solid accounting/math skills with accuracy in financial calculations.
• Ability to meet deadlines in a high‑volume environment.
• Ability to maintain confidentiality of sensitive information.
• Fluency in English (reading, writing, speaking, and comprehension).
• Professional demeanor and ability to represent the organization positively.

Preferred Qualifications

• Bachelor’s degree in finance, business, accounting, economics, or related discipline.
• Advanced professional designations or licenses (e.g., CFP).
• 10 years of prior experience in a financial advisory or wealth‑management role.
• Previous financial sales experience.
• Prior experience working in a financial institution and/or with financial products/services.
• Experience with Redtail or other CRM platforms.

Schedule

This is a full‑time role, Monday through Friday, 8:00 AM – 5:00 PM. The position is onsite at one of Lake Ridge Bank’s offices, with occasional scheduling flexibility as needed.

Lake Ridge Bank is an affirmative‑action/equal‑opportunity employer and provides reasonable accommodations for individuals with disabilities. For accommodation requests, contact Human Resources at (608) 849‑2700 or via email.