Financial Advisor

STATE BANK OF CROSS PLAINS • Madison, WI • 3h ago

JOB REQUIREMENTS: Apply Description 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\'ll 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 location of this
position is flexible with a focus in Southern Wisconsin, depending on
candidate preferences and business need. 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 in 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 the liabilities
associated with the bank acting as a fiduciary for individuals and
entities. Excellent interpersonal and communication skills (both 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 the ability/willingness to learn new programs and software. Solid
accounting/math skills... For full info follow application link. The
State Bank of Cross Plains values a diverse workforce and is an
Affirmative Action/Equal Opportunity Employer. Minorities, Females,
Veterans and Individuals with Disabilities encouraged to apply.
Consistent with State Bank of Cross Plains\' commitment to employ and
advance qualified individuals with disabilities, State Bank of Cross
Plains provides reasonable accommodation to apply for or perform a job.
Some examples of reasonable accommodation include alternate methods to
apply, provide documents in an alternate format, altering work
procedures, specialized equipment or use of an interpreter. If an
individual needs reasonable accommodations to apply or perform a job
here at State Bank of Cross Plains, please contact Human Resources at
(608) 849-2700 or email us. *** APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/1F2C221FD7AF4248

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