Financial Services Advisor – Retirement & Planning Specialist
Job in
Monona, Dane County, Wisconsin, USA
Listed on 2026-06-23
Listing for:
Juliebass
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services -
Business
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Juliebass in Monona, WI, is seeking a passionate individual for a role focused on helping families and business owners navigate important financial decisions. You will not cold call strangers but rather work within an established, relationship-focused agency.
The role includes a base salary of $42,000 plus commission, and offers opportunities for professional growth. If you are confident, curious about finance, and want to help others, this is the position for you.
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