Financial Advisor

Join to apply for the Financial Advisor role at State Bank of Cross Plains
.

JOB REQUIREMENTS:

Apply Description Join our Lake Ridge Bank Financial. The advisory team plays a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you’ll serve existing clients, expand your network through business development, and deliver impactful solutions that make a difference in people’s lives. With strong team support, career growth opportunities, and competitive benefits, you’ll thrive in a rewarding environment where your expertise truly matters.

The location of this position is flexible with a focus in Southern Wisconsin, depending on candidate preferences and business need.

Responsibilities

• Proactively serve the needs of existing Lake Ridge Financial clients by nurturing and strengthening relationships.
• Deepen Financial Advisory relationships in assigned markets.
• Actively seek and respond to referrals from other bank employees.
• Regularly attend internal and external meetings to promote business development.
• Pursue ongoing education to maintain licenses and professional designations.
• Participate in peer group meetings with LPL‑Institutional Services.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree in a related field, or a minimum of 5 years’ experience in sales or in assisting clients with financial needs.
• Series 7, 6, or 63 licenses. Life and Health licenses.
• Strong working knowledge of fiduciary responsibilities, investments, and financial/retirement planning.
• Understanding of the liabilities associated with the bank acting as a fiduciary for individuals and entities.
• Excellent interpersonal and communication skills (both verbal and written) to interact with a diverse client base.
• Strong organizational and time management skills.
• Current knowledge of wealth management market and industry issues/regulations.
• Demonstrated ability to exercise independent judgment.
• Ability to prioritize, multitask, and remain composed in a fast‑paced, deadline‑driven environment.
• Proficiency in Microsoft Office Suite, strong typing/keyboarding skills, and the ability/willingness to learn new programs and software.
• Solid accounting/math skills.

The State Bank of Cross Plains values a diverse workforce and is an Aff… Minorities, Females, Veterans and Individuals with Disabilities encouraged to apply. Consistent with State Bank of Cross Plains’ commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at  or email us.

APPLICATION INSTRUCTIONS:
Apply Online: ipc.us/t/1