Financial Advisor
Hayward, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...
Financial Advisor
Hayward, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...
Financial Advisor
Rice Lake, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...
Financial Advisor
Rice Lake, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...
As an associate financial advisor at Edward Jones, you'll work with the broader practice team -- collaborating with one or more financial advisors and client support teammates -- to deliver ...
As an associate financial advisor at Edward Jones, you'll work with the broader practice team -- collaborating with one or more financial advisors and client support teammates -- to deliver ...
Financial Advisor
Racine, WI · On-site
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...
Financial Advisor
Racine, WI · On-site
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...
Financial Advisor
Madison, WI · On-site
$50K - $100K/yr
As a Financial Advisor, you will work directly with individuals, business people, and families to ... with associates Qualifications • Strong interpersonal skills • Market development and ...
Financial Advisor
Madison, WI · On-site
$50K - $100K/yr
As a Financial Advisor, you will work directly with individuals, business people, and families to ... with associates Qualifications • Strong interpersonal skills • Market development and ...
$50 - $75/hr
As a Financial Advisor, you will work directly with individuals, business people, and families to ... associates Qualifications * Strong interpersonal skills * Market development and networking ...
New
$50 - $75/hr
As a Financial Advisor, you will work directly with individuals, business people, and families to ... associates Qualifications * Strong interpersonal skills * Market development and networking ...
New
Financial Advisor
South Milwaukee, WI · On-site
This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly ... Associate's degree preferred. * Series 63, 65, and 66 certifications are preferred. * Series 7 ...
Financial Advisor
South Milwaukee, WI · On-site
This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly ... Associate's degree preferred. * Series 63, 65, and 66 certifications are preferred. * Series 7 ...
Financial Advisor
Kohler, WI · On-site
$125 - $175/hr
Financial Advisor Compensation: $125,000-$175,000 Base Salary + Bonus (based on experience ... Client Service Associates * Paraplanners * Investment Specialists * Tax Professionals * Trust ...
New
Financial Advisor
Kohler, WI · On-site
$125 - $175/hr
Financial Advisor Compensation: $125,000-$175,000 Base Salary + Bonus (based on experience ... Client Service Associates * Paraplanners * Investment Specialists * Tax Professionals * Trust ...
New
Virtual Financial Advisor
Green Bay, WI · On-site
$45.01 - $77/hr
Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...
New
Virtual Financial Advisor
Green Bay, WI · On-site
$45.01 - $77/hr
Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...
New
Virtual Financial Advisor
Neenah, WI · On-site
$21.64 - $37.09/hr
Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...
Virtual Financial Advisor
Neenah, WI · On-site
$21.64 - $37.09/hr
Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...
Virtual Financial Advisor
Milwaukee, WI · On-site
$21.64 - $37.09/hr
Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...
Virtual Financial Advisor
Milwaukee, WI · On-site
$21.64 - $37.09/hr
Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...
Virtual Financial Advisor
Appleton, WI · On-site
$21.64 - $37.09/hr
Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...
Virtual Financial Advisor
Appleton, WI · On-site
$21.64 - $37.09/hr
Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...
Virtual Financial Advisor
Green Bay, WI · On-site
Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...
Virtual Financial Advisor
Green Bay, WI · On-site
Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...
Associate Financial Representative
Milwaukee, WI · On-site +1
$10/hr
At the discretion of the advisor, responsibilities may also include preparing planning ... Associate Financial Representative contract required * Demonstrated ability to maintain effective ...
Associate Financial Representative
Milwaukee, WI · On-site +1
$10/hr
At the discretion of the advisor, responsibilities may also include preparing planning ... Associate Financial Representative contract required * Demonstrated ability to maintain effective ...
Associate Financial Representative
Milwaukee, WI · On-site +1
$10/hr
At the discretion of the advisor, responsibilities may also include preparing planning ... Associate Financial Representative contract required * Demonstrated ability to maintain effective ...
Associate Financial Representative
Milwaukee, WI · On-site +1
$10/hr
At the discretion of the advisor, responsibilities may also include preparing planning ... Associate Financial Representative contract required * Demonstrated ability to maintain effective ...
Associate Advisor - Middleton, WI
Middleton, WI · Hybrid
$65K - $85K/yr
Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...
Associate Advisor - Middleton, WI
Middleton, WI · Hybrid
$65K - $85K/yr
Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...
Associate Advisor - Middleton, WI
Middleton, WI · On-site
$65K - $85K/yr
Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...
Associate Advisor - Middleton, WI
Middleton, WI · On-site
$65K - $85K/yr
Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...
Associate, Advisor
Madison, WI · On-site
$60K - $70K/yr
Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...
Associate, Advisor
Madison, WI · On-site
$60K - $70K/yr
Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...
Associate, Advisor
Madison, WI · On-site
$60K - $70K/yr
Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...
Associate, Advisor
Madison, WI · On-site
$60K - $70K/yr
Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...
WI · On-site
$48 - $90/hr
## Financial Advisor - OconomowocApplyremote type: On-Sitelocations: Oconomowoc 1456 Summit: Watertown ... Support** and educate bank associates to strengthen referral opportunities and client engagement.
New
WI · On-site
$48 - $90/hr
## Financial Advisor - OconomowocApplyremote type: On-Sitelocations: Oconomowoc 1456 Summit: Watertown ... Support** and educate bank associates to strengthen referral opportunities and client engagement.
New
Stifel Financial Advisor Associate information
What is a Stifel Financial Advisor Associate?
Stifel Financial Advisor Associates are entry-level professionals who support senior financial advisors in delivering investment and wealth management services to clients. They assist with client account management, research investment opportunities, prepare financial plans, and help ensure clients' needs are met. The role is often a stepping stone to becoming a full-fledged financial advisor, offering hands-on experience and training in the financial services industry. Associates at Stifel benefit from the firm's comprehensive development programs and have opportunities for career advancement within the company.
What are the key skills and qualifications needed to thrive as a Stifel Financial Advisor Associate?
To thrive as a Stifel Financial Advisor Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field and Series 7 and 66 licenses. Familiarity with financial planning software, CRM systems, portfolio analysis tools, and compliance platforms is typically required. Strong interpersonal skills, attention to detail, and effective communication help build trust with clients and support team collaboration. These skills and qualifications are essential for providing sound financial advice, achieving business development goals, and ensuring regulatory compliance.
What are some common challenges faced by Stifel Financial Advisor Associates during their first year, and how can they overcome them?
Stifel Financial Advisor Associates often face the challenge of building a client base and establishing trust with new clients during their first year. Navigating compliance requirements and staying updated on financial regulations can also be demanding. Proactively seeking mentorship from experienced advisors, participating in Stifel’s training programs, and leveraging available resources can help overcome these hurdles. Collaborating closely with team members and maintaining strong communication with clients are key strategies for success in this role.
What is the difference between Stifel Financial Advisor Associate vs Financial Advisor?
| Aspect | Stifel Financial Advisor Associate | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66/63, and other licenses; relevant education | Series 7, 66/63, and often CFP or other certifications |
| Work Environment | Supportive team within a brokerage firm, client-facing | Client-focused, providing personalized financial planning and investment advice |
| Employer & Industry Usage | Used within brokerage firms like Stifel, financial services industry | Used across banks, independent firms, and wealth management companies |
The Stifel Financial Advisor Associate typically supports senior advisors, gaining experience and licensing credentials, while a Financial Advisor directly manages client portfolios and provides comprehensive financial planning. Both roles require similar licenses and work in client-facing environments, but their responsibilities and career progression differ.
What are popular job titles related to Stifel Financial Advisor Associate jobs in Wisconsin?
For Stifel Financial Advisor Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Stifel Financial Advisor Associate jobs in Wisconsin look for?
The top searched job categories for Stifel Financial Advisor Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Stifel Financial Advisor Associate jobs?
Cities in Wisconsin with the most Stifel Financial Advisor Associate job openings:
Johnson Financial Group rating
8.8
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Overview
Come as you are.
With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected institution where licensed advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience. It also offers a unique opportunity to succeed an advisor with 30 years of experience. The retiring advisor being available over the next two years to support warm hand-offs, client continuity, and long-term success for the next advisor.
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role actively develops new business by identifying opportunities with clients and prospects, while also deepening existing relationships through thoughtful cross-selling of bank and company products and services.
Key Responsibilities
- Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth.
- Achieve significant growth in assets under management and revenue for a profitable book of business.
- Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources.
- Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services.
- Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process.
- Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships.
- Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect.
Required Experience
- Bachelor’s or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years’ client-facing financial industry experience in business development; relevant work experience may substitute for education.
- Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings.
- Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence.
- Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively.
- Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIMEWhat Johnson Financial Group employees say
Pay
Hours and flexibility
Workplace
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