Jobs · Finance · Wisconsin

Financial Advisor

WestPoint Financial Group · Madison, WI · 1 mo ago
HybridFinance$50k–$100k/yrFull-time

Responsibilities

  • Prospecting for clients through networking and referrals
  • Developing and maintaining long-term relationships with clients
  • Providing financial solutions for clients through fact gathering and needs analysis
  • Expanding personal knowledge and skills through ongoing professional development and joint work with associates

Qualifications

  • Strong interpersonal skills
  • Market development and networking abilities
  • Presentation and organization skills
  • Strong work ethic, self-motivated and goal-oriented
  • College degree or equivalent work experience required

Benefits

Commensurate with experience

Pay

$50,000 to $100,000 per year

Schedule

Hybrid in Madison, WI

Requirements

Opened over 1 year ago

Similar jobs

Financial Advisor

Modera Wealth ManagementWestwood, MA· 5 days ago
Finance$150k–$170k/yrapply on grnh.se