Financial Advisor/Financial Advisor Trainee Job at Wealth Strategy Group
Financial Advisor/Financial Advisor Trainee
Wealth Strategy Group
Marquette, MI 49855
Job Description
The ideal candidate will deliver and/or assist in delivering personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating and/or helping to create financial plans and cross-checking work to ensure complete accuracy of information.
Depending on the career objective, the ideal candidate will be a Financial Advisor or Financial Advisor Trainee. WSG is a growing independent financial/wealth services business with offices in the UP and Northern Wisconsin. www.wsginvest.com
Qualifications for Financial Advisor
- Bachelor’s degree in Finance or related field
- 3+ years’ of industry experience preferred
- FINRA Series 7, 63, and 65 or 66
- Strong understanding of the investment business
- Willingness to work in a team environment is a must
- Excellent interpersonal skills and a genuine desire to help others
Qualifications for Financial Advisor Trainee
- Bachelor’s degree in Finance or related field preferred
- Willingness to work in a team environment is a must
- Excellent interpersonal skills and a genuine desire to help others
Salary is commensurate based on experience plus quarterly bonus potential. Trainee position also offers a competitive salary plus quarterly bonus potential.
Cover letter and resume must be submitted in order to be considered.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
Job Type: Full-time
Pay: $40,000.00 - $75,000.00 per year
Benefits:
- 401(k) matching
- Paid time off
Physical setting:
- Office
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
- Commission pay
Willingness to travel:
- 25% (Preferred)
Work Location: In person
Please Note :
www.bankofmontserrat.ms is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, www.bankofmontserrat.ms provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.