Junior Advisor

Overview

IMAGINE… waking up every morning inspired to grow, be excellent, and make an impact. That’s what we do and we need your help!

We are not looking for the average or the norm. We seek… THE EXCEPTION. Hello and Welcome! We appreciate your interest in making an IMPACT with us! This is a special opportunity that requires a special process. The process itself is designed to weed out those less than passionate about wanting to join our mission. We are looking for character, culture fit, and skills (of course).

One key to success with the A-Team is having an obsessive commitment to excellence and being able to follow through, so we look for those traits too! If you are simply spamming your resume into the ether with the hope that something sticks, this process will not be for you. Otherwise, we think you will find the process fun, productive and fitting.

Let’s begin by having you answer a few questions…

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm located in Waukesha, WI is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day.

If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!

The below job description outlines the responsibilities for the Junior Advisory role.

• Ability to prioritize projects and manage time
• Savvy customer service to include excellent communication; both oral and written
• Strong organizational skills, detail oriented, proactive, and resourceful
• Demonstrate emotional intelligence and poise under pressure
• Flexibility to contribute as part of a team adhering to company values

• 1-3 years of experience in sales or the wealth management Industry
• Experience using a CRM software, preferably Salesforce
• Life & Health Insurance License, working toward Series 65 licenses
• Intermediate or higher level knowledge of Google Suite
• Ability to learn new technologies including utilization of AI where appropriate

• Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
• Utilize websites and software to obtain and update client and product information
• Manage calendar(s) of advisor or advisors
• Establish and maintain detailed client files obtaining client statements when necessary
• Prepare client correspondence, including letters and email correspondence
• Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
• Assist in client meetings

$50,000 – $75,000 – Based on Experience

Three weeks of paid time off each year

We offer Traditional and Roth 401(k) s with a company contribution of 3% regardless of team member contributions. We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money, it’s what we do!

Group health insurance plan with a great national provider network. It’s the same health insurance that Tony has for himself! We also pay 70% of health, dental, and vision premiums for employees and offer a complimentary $50k employee life insurance policy.

Free coffee, tea, sodas, water, and hot cocoa — all on-site

We support local charities financially and with paid time off to volunteer

Mentorship is part of the deal. We want to help you as a person, not just as an employee. We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We’ll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let’s do it.

Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd

Quarterly team lunches and team-building events off-site

Annual Team Holiday Party

Company hits our goals, let’s all travel together!