Seminars Finance Jobs

2 jobs found

Lead Financial Advisor

Vaco by Highspring Waukesha, WI

26d ago

$80k - $85k/yr Full time Advisor Annuities Bachelor's Degree

Advisor Annuities Bachelor's Degree

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Job Description

Vaco by Highspring is partnering with a growing financial planning firm in the Waukesha area to hire a Financial Advisor. This role is ideal for an advisor who enjoys relationship-based advising, comprehensive planning, and working with an established book of business, with no cold calling required.

Location: Waukesha, WI 53186

What You’ll Be Handling

Develop, present, and implement customized financial plans for clients
Provide comprehensive advice across investments, retirement, insurance, annuities, and long-term care strategies
Participate in firm-hosted workshops, seminars, and client presentations
Build and maintain long-term client relationships through proactive communication and planning
Manage and grow an existing book of business provided by the firm

Tools & Systems

CRM: Salesforce
Google Workspace
Mac-based environment

What We’re Looking For

Bachelor’s degree required
Active Series 65 or Series 66 and 7
Active Life and Health insurance license

What You Get

Established book of prospects provided
Competitive base compensation plus commission structure
Additional bonus opportunities
Supportive, collaborative leadership team
Modern office environment with complimentary food and amenities
Discretionary bonuses may be available; eligible for medical, dental, and vision benefits as well as the company’s 401(k) retirement plan

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Registered Representative - State Farm Agent Team Member

Patrick Buchanan - State Farm Agent Twin Falls, ID

28d ago

$50k - $150k/yr Full time Agent Compliance Customer Relationship Management (CRM)

Agent Compliance Customer Relationship Management (CRM)

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Job Description

Location: Twin Falls, ID

Benefits

Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development

Role Description

As a Registered Representative with Patrick Buchanan - State Farm Agent, you will actively market the financial products that help clients manage everyday risks. Your solid knowledge of financial instruments supports a consultative, sales-oriented approach to guiding customers through their financial options. Your analytical accuracy makes you a valuable resource to clients and a strong addition to a thriving agency.

Responsibilities

Provide investment options and consult securities to customers.
Conduct financial needs analysis and recommend investment products.
Manage customer portfolios and provide ongoing support.
Stay updated on market trends and regulatory changes.
Conduct presentations and seminars on investment topics.
Maintain accurate records of transactions and customer interactions.
Ensure compliance with industry regulations and standards.

Qualifications

Series 6 or 7 license and other relevant certifications.
Strong knowledge of investment products and financial markets.
Communication and customer service skills.
Ability to establish and maintain client relationships.
Detail-oriented with strong analytical skills.
Proficiency with financial software and tools.
High ethical standards and professionalism.

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