Financial Advisor

WATERSTONE BANK • Germantown, WI • 1d ago

JOB REQUIREMENTS: Description Duties and responsibilities Develops
effective, long term client relationships to provide individual plans
focused on overall financial objectives of the client. Provides timely
direction and follow-up. Identify suitable investment opportunities that
align with clients\' risk profiles and objectives. Partners and
prospects within WaterStone Bank by establishing relationships with bank
employees to obtain qualified referrals. Develops prospects for new
client relationships through networking and COI building. Keeps apprised
of current financial market trends, strategies, product offerings,
regulations and provides objective advice based on this information.
Focused on growing and protecting client assets including but not
limited to; tax planning, retirement planning, estate planning and other
financial matters, growth and protection of assets. Responsible for
significant growth and development of the bank\'s book of business,
including GDC and Assets under Management. Actively works with WSB
Supervisor and Broker Dealer to refine selling and communication skills.
Periodically present seminars to WSB staff or prospects to educate,
inform and garner business. Design and implement follow up plans for
clients in a manner that matches their communication style and
investment needs. Adhere to ethical standards and fiduciary
responsibilities, always acting in the best interest of the client.
Other duties as assigned. Qualifications Experience Required 5 years
sales and business development experience Preferred 5-7 years of
experience in the investment/wealth management field. Education Required
High School diploma or general education degree (GED) Series 7 and
series 63/65 or 66. Valid Wisconsin Life Insurance License Preferred
Bachelor\'s degree in finance or business is preferred. Additional
education and/or experience: List if applicable. Working Conditions:
Additionally, an individual must be flexible in work schedule and have
the ability to travel between office locations if warranted and provide
proof of insurance. A valid driver\'s license in required. Driving
record must be in accordance with WSB\'s Vehicle Safety Policy. Benefits
for Full-Time Position: Outstanding Medical, Dental, and Vision
Insurance 401(k) matching Employee Stock Ownership Plan Paid Time off
Paid Holidays Flexible Spending Account And so much more! Waterstone
Bank is an equal opportunity employer. Qualified applicants will receive
consideration for employment without regard to race, color, religion,
sex, sexual orientation, gender identity or expression, pregnancy, age,
national origin, disability status, genetic information, protected
veteran status, or any other characteristic protected by law. Equal
Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all... For full info follow
application link. EOE-Minorities/Females/Vets/Disabled Affirmative
Action Employer *** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/01F1B2F9888C44CD

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