• Job Description

  Req#: JR-44375
  Employer Industry: Financial Services
  
  Why consider this job opportunity:
  - Salary up to $163,670
  - Opportunity for career advancement and growth within a best-in-class company
  - Supportive and inclusive work environment that values diversity
  - Chance to make a positive impact on clients' financial planning and investment strategies
  - Comprehensive benefits package, including performance-based incentives
  - Flexibility in work arrangements, including the potential for remote work
  
  What to Expect (Job Responsibilities):
  - Partner with financial advisors to enhance their productivity and profitability through integrated planning practices
  - Provide consultation and support on financial planning, sales processes, and product implementation
  - Lead projects to improve centralized service models and drive the adoption of financial planning philosophies
  - Analyze clients' financial goals and develop tailored recommendations to meet their needs
  - Conduct training and education sessions on financial planning, investments, and workflow optimization
  
  What is Required (Qualifications):
  - Series 7 license required
  - Bachelor's degree in business, finance, or a related field
  - Minimum 3-5 years of experience in financial services, including brokerage and advisory platforms
  - Strong analytical skills with the ability to assess client financial situations and develop comprehensive plans
  - Excellent consultation, organizational, and communication skills
  
  How to Stand Out (Preferred Qualifications):
  - 3 years of experience as a financial planner, investment sales producer, or CFP
  - Previous experience using financial planning software, particularly Northwestern Mutual's
  - Empathetic approach to understanding client perspectives and needs
  - Ability to travel as needed
  
  #FinancialServices #CareerOpportunity #DiversityInWorkplace #ClientFocused #FinancialPlanning
  
  We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
  We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

• About the company

  The year was 1859. An ox and a passenger train collided just outside Johnson Creek, Wisconsin, and two of our policyowners were killed in the wreck. The claims totaled $3,500, which was $1,500 more than our two-year-old company had on hand. Then President Samuel S. Daggett and his fellow trustees personally borrowed the money to settle the claims, proving that our dedication to our clients is as old as the company itself.

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