Investment Advisor/Financial Planner – Waukesha, WI – Job # 2022

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client is seeking to fill an Investment Advisor/Financial Planner role located in the Waukesha, WI market. The successful candidate will consult on investment and insurance strategies, as well as the development of financial plans for clients.

This position comes with salary commensurate with experience and full benefits package.

Investment Advisor/Financial Planner responsibilities include:

  • Acquiring, expanding, and maintaining client relationships through business development and client and community networking.
  • Interpreting various planning documents, including tax returns, account statements, Social Security benefit estimates, pension statements, annuity contracts, life insurance policy documents, etc.
  • Building strong relationships with clients and coworkers by efficiently handling sales and service, identifying sales and/or executing opportunities, and making referrals to internal business partners as appropriate.
  • Actively and regularly educate branch staff and internal business partners to identify investment opportunities.
  • Managing regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
  • Driving investment education and visibility among branch staff.
  • Participating in networking and community events to make contacts and build relationships.

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:

  • High school diploma or equivalent required.
  • Bachelor’s degree in Business or Finance preferred.
  • Three or more years of previous experience as a Financial Advisor or in a similar position.
  • FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
  • Ability to build strong relationships with both internal and external customers.
  • Ability to perform work with a high level of concentration.
  • Ability to balance multiple projects and work under strict deadlines at times.

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