Finance Jobs in Waukesha, WI

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28d ago

Lead Financial Advisor

Vaco by Highspring Waukesha, WI

Waukesha, WI

28d ago

$80k - $85k/yr Full time Advisor Annuities Bachelor's Degree

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Job Description

Vaco by Highspring is partnering with a growing financial planning firm in the Waukesha area to hire a Financial Advisor. This role is ideal for an advisor who enjoys relationship-based advising, comprehensive planning, and working with an established book of business, with no cold calling required.

Location: Waukesha, WI 53186

What You’ll Be Handling

Develop, present, and implement customized financial plans for clients
Provide comprehensive advice across investments, retirement, insurance, annuities, and long-term care strategies
Participate in firm-hosted workshops, seminars, and client presentations
Build and maintain long-term client relationships through proactive communication and planning
Manage and grow an existing book of business provided by the firm

Tools & Systems

CRM: Salesforce
Google Workspace
Mac-based environment

What We’re Looking For

Bachelor’s degree required
Active Series 65 or Series 66 and 7
Active Life and Health insurance license

What You Get

Established book of prospects provided
Competitive base compensation plus commission structure
Additional bonus opportunities
Supportive, collaborative leadership team
Modern office environment with complimentary food and amenities
Discretionary bonuses may be available; eligible for medical, dental, and vision benefits as well as the company’s 401(k) retirement plan

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