Wisconsin Licensed Financial Consultant

Job Summary

To support a growing team, the full-time Wisconsin Licensed Financial Consultant will engage with advisors through various channels, providing personalized coaching and training on financial planning processes while promoting the company's planning philosophy both remotely and in person.

Key responsibilities

• Engage with advisors and staff to provide coaching on software and financial planning processes, including plan presentation simulations
• Partner with leadership to align objectives and enhance the adoption of financial planning practices across assigned offices
• Deliver quality planning consultations and presentations, addressing case design needs and promoting digital tools for financial planning

Required qualifications

• Series 7 required or to be obtained within 6 months
• Minimum of 5+ years of professional work experience in financial services
• In-depth understanding of financial services products and financial planning methodologies
• Robust mastery of financial planning software and consulting skills
• CFP designation preferred or other relevant advanced degrees/designations