Investment Advisor​/Financial Planner – Waukesha, WI

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our unique value proposition centers around providing the best available banking and accounting talent. Most of our recruiters are former bankers or accountants!

We evaluate the top banking and accounting talent in the market. Whether you're a candidate seeking a new opportunity or a bank or company president filling a key position, The Symicor Group delivers premium results.

Our client seeks to fill an Investment Advisor/Financial Planner role in Waukesha, WI. The successful candidate will advise on investment and insurance strategies and develop financial plans for clients.

This position offers a salary commensurate with experience and a full benefits package.

• Develop and maintain client relationships through business development and networking.
• Interpret planning documents such as tax returns, account statements, Social Security estimates, pension statements, annuity contracts, and life insurance policies.
• Build strong relationships with clients and colleagues by handling sales and service efficiently, identifying sales opportunities, and making referrals.
• Educate branch staff and internal partners to identify investment opportunities.
• Communicate regularly with internal and external partners to strengthen relationships and increase referrals.
• Promote investment education and visibility among branch staff.
• Participate in networking and community events to build contacts and relationships.

You seek to influence your development and pursue your passions. You view job titles as starting points, not final definitions of who you are.

Skills and experience include:

• High school diploma or equivalent required.
• Bachelor’s degree in Business or Finance preferred.
• At least three years of experience as a Financial Advisor or similar role.
• FINRA Series 7 and 66 (or 63, 65) licenses required;
  Life and Health Insurance licenses required.
• Strong relationship-building skills with internal and external clients.
• Ability to work with high concentration and manage multiple projects under deadlines.

To apply, email your current resume and the position you are interested in to us.