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Junior Financial Advisor

hiring now

Choice Advisors LLC

2021-12-03 09:01:55

Job location Brookfield, Wisconsin, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Our team is growing, and looking to add another member!


An ideal candidate would share the core values that Choice Advisors is built upon. We believe that our client's interest should always be put above our own by adapting to everchanging situations, exceeding expectations, and feeling understood.


With a time-tested development path, our Junior Advisors will learn under the wing of a senior advisor to create lasting and meaningful impacts in the lives of those we service.


The Choice Advisors difference is the relationship it has with our sister company Focused Tax Solutions. By essentially fusing a financial services practice with a tax preparation company, the advice that our advisors render truly is in a league of its own.


When it comes to the services we offer clients we value a holistic, team-based, perspective.


This opportunity provides space for rapid learning through osmosis - both during, and after, tax season. We conduct a high volume of appointments and topics range anywhere from investment allocation to navigating marketplace subsidies.


We offer a wide array of concessionary services for our clients: Tax Preparation, Life Insurance, Annuities, Long Term Care Solutions, Medicaid Planning, Estate Planning, Retirement Income, Social Security Analysis, Mortgages, Cash Flow Management, and many more...


This not only goes to broadening the range of experience for the accepted applicant, but keeps day-to-day tasks unique and interesting.


Let's chat to see if this position aligns with your long term goals!


Qualifications

  • Excellent interpersonal skills
  • Bachelor's degree in Finance or related field
  • Ability to manage and prioritize time in a fast-pace environment
  • Strong understanding of personal finance, investments, and insurance


Benefits

  • 401(k)
  • Company match
  • Paid time off & holiday pay
  • Opportunity to participate in revenue pool
  • Competitive salary based on experience levels


Requirements

  • Series 7 & 66 (Willingness to Obtain)
  • Life & Health Insurance Licenses
  • Bachelor's degree in Finance or a related field
  • Willing to train the right applicant if not currently licensed


We look forward to hearing from you!

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