Associate Wealth Advisor

Associate Wealth Advisor Lake Edge Wealth Advisors Green Bay, WI Job Details Full-time $70,000 - $85,000 a year 1 day ago Benefits Disability insurance 401(k) Paid time off Parental leave 401(k) matching Employee discount Professional development assistance Life insurance Retirement plan Qualifications Financial planning Microsoft Excel Customer relationship building Professional ethics Series 66 Series 7 Managing financial planning clients Bachelor's degree Client base expansion New customer acquisition Financial goal setting advisory services Life & Health Insurance License Practicing in the securities industry Communication skills Full Job Description

JOB DESCRIPTION

As a wealth advisor at Lake Edge Wealth Advisors, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional client experience by offering advised solutions. This position would involve assisting the Green Bay with their current clients as well as empowering you to build your own book of business. About Lake Edge Wealth Advisors Lake Edge Wealth Advisors is a financial services firm providing wealth advice and investment management to ~1200 clients across 35+ states. We've been named Forbes Best-In-State wealth management team 2023-2026. We are committed to providing our clients with exceptional service focusing on maintaining our core values: client centric, values-driven, integrity, adaptability, and a commitment to excellence. Job responsibilities Assist senior wealth advisors across the Green Bay locations in servicing and advising their clients. The main location for this role is in Green Bay. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management. Demonstrate a deep understanding of financial markets and sound business judgement. Collaborate with senior advisors to refine and implement effective financial planning solutions. Exhibit unwavering integrity through trust-based relationships with clients that points toward doing right by clients at every opportunity. Provide a holistic view of clients' needs and financial coaching beyond investments. Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience. Commitment to providing solid advice with the philosophies and values of LEWA High ethical standards, discretion, compliance, accountability, and confidentiality to protect clients and the team. Professional and friendly demeanor with all communications: in person, via phone, text, and email. Demonstrated ability and commitment to goals-based planning and advice. Demonstrated success in client acquisition and cultivating and maintaining client relationships. A valid and active Series 7, Series 66 (63/65) license is required. A valid and active Life, Health and Long Term Care Insurance license is required. Certified Financial Planning (CFP®) certification will be required within 2 years of employment if not already obtained. Bachelor's degree required Strong interpersonal skills Strong ability to communicate effectively

Preferred:

Servicing $10M+ in client assets that would be able to follow you.

Pay Range:

$70,000 - $85,000+ The salary range is dependent on a number of factors including the applicant's skill and experience. This position is eligible to earn incentive compensation based on firm and individual goals. Additional information Hours are 8:00 to 4:30 Monday to Thursday and 8:00 to 3:00 Fridays Major holidays are off as well as

Black Friday and Christmas Eve Job Type:

Full-time, In-person Benefits Group Life Insurance Long-term Disability Insurance Short-term Disability Insurance 401k match Parental Leave Professional development assistance Employee Discount Bonus opportunities

Paid Time Off Job Type:

Full-time Pay:

$70,000.00 - $85,000.00 per year

Benefits:

401(k) 401(k) matching Employee discount Life insurance Paid time off Parental leave Professional development assistance Retirement plan Application Question(s): This industry requires a clean background check. Can you pass background check?

License/Certification:

Series 7 and 66 licenses (Required) Ability to

Commute:

Green Bay, WI 54302 (Required)

Work Location:

In person