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Financial Consultant Financial Advisor

Investment & Retirement Planning Advisor

Job in Green Bay, Brown County, Wisconsin, 54311, USA
Listing for: Capital Credit Union
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services organization in Green Bay is looking for a Financial Advisor to assist members with their financial goals, including investments and retirement planning. The candidate must possess a minimum of 5 years in the investment field and hold necessary licenses. This role requires strong interpersonal and communication skills, as well as the ability to analyze and recommend financial strategies.

The position involves meeting with clients, developing financial plans, and monitoring their progress.
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