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Financial Advisor – Milwaukee, WI – 762

Who We Are

Bankers Recruiting Bankers – The Symicor Group is a boutique bank-only talent acquisition firm based in Chicago.  Our nationally unique value proposition centers around providing the very best available banking talent to our valued clients…from a banker’s perspective.  In fact, most of our recruiters are former bankers themselves! We know banking and how to evaluate the very best banking talent available in the market.  Whether you are a bank candidate seeking a new opportunity or a bank president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client, an 85-year-old company focused on clients, financial planning, and investment management is seeking to fill Financial Advisor roles to be based in the Milwaukee, Wi market. The successful candidate will provide investment advice and recommendations to prospective and active clients. They will also help clients to identify their distinct financial needs and goals and then recommend plans and products to help them achieve those objectives.

The position includes:

  • Branch office environment with independent payout structure (up to 80+%).
  • Competitive transition packages.
  • No non-compete or contacts full ownership of their book and practice.
  • Open architecture accounts and investment management.
  • On-sight managers and OSJ.
  • New complete technology and reporting options.

Financial Advisor responsibilities include:

  • Sourcing and engaging new clients, opening new accounts, recommending securities for investment, overseeing trade executions, and providing ongoing advice and counsel.
  • Conducting full needs assessments with current and potential customers.
  • Recommending appropriate company products and services to meet the individual’s needs, based on objectives, risk tolerance and proper asset allocations.
  • Providing superior customer service in meeting or exceeding customer needs, questions and problems.
  • Identifying new or additional sales opportunities by maintaining contact with existing customers and referral sources on an ongoing basis.
  • Identifying and developing new opportunities to deliver advice and solutions to existing clients

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • Three or more years of sales/client service experience in financial management.
  • Doing $250K or more in gross revenue in each of the past two years.
  • Series 7 and 66 or 63 Licenses are required. State life, accident, and health insurance licenses are also preferred
  • Knowledge of investment management strategy, process and products, general products.
  • Demonstrate high level of expertise in sales, networking, negotiation, relationship building.
  • Possess proficient interpersonal communication, writing and group presentation skills.

The next step is yours.  Email us your current resume along with the position you are considering to:

resumes@symicorgroup.com

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