Financial Advisor

<strong>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</strong>

Stevens Point, WI

Rogue Search

<p>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</p> <p>During this time, we have found many recruitment Search Firms that are trying to hang on to outdated strategies, policies and logic that just doesn&rsquo;t make sense anymore including:</p> <ul> <li>The higher the level of search, the higher percentage fee you pay</li> <li>Fee Guarantee periods that don&rsquo;t exceed your own internal retention performance</li> <li>Don&rsquo;t partner with Human Resources, only work with Hiring Managers</li> </ul> <p><strong>Time for a change.&nbsp; Time to partner with RogueSearch</strong></p> https://www.roguehire.com/

keywords: position summary,highlights,deliver,support,organization,experience,passion,certification

Full Time

Overview: <p>If you're an experienced Financial Advisor, Private Client Advisor, or Wealth Advisor, this is a prime opportunity to join a community-focused financial institution with strong leadership and a clear growth plan. A well-established book of business with untapped potential is ready for a new advisor to take the lead.</p> <p><strong>Required:</strong> Series 7, 66 (or 63 &amp; 65), and life insurance license.</p> <p><strong>Highlights:</strong></p> <ul> <li>Inherit a book of business across two branches with significant community ties</li> <li>Strong referral program</li> <li>Administrative and marketing support provided to drive client engagement</li> <li>Partner with internal business lines including mortgage, business banking, ag lending, and more</li> <li>Dual rep code and direct transition assistance available</li> </ul> <p><strong>What You&rsquo;ll Do:</strong></p> <ul> <li>Build and deepen relationships within assigned branches</li> <li>Manage an existing book while expanding through internal referrals and community networking</li> <li>Collaborate with in-house partners to provide comprehensive financial solutions</li> <li>Mentor and coach licensed bankers to enhance cross-referral activity</li> </ul>
Responsibilities: <ul> <li>Deliver personalized, holistic financial advice aligned with client needs</li> <li>Host client educational seminars and events</li> <li>Consistently follow up to strengthen client relationships and uncover new opportunities</li> <li>Support the bank&rsquo;s full-service offering with professionalism and integrity</li> </ul>
Requirements: <ul> <li>3+ years in financial services or wealth management</li> <li>Active Series 7, 66 (or 63 &amp; 65), and life insurance license</li> <li>Client-first mindset with a passion for community involvement</li> <li>Strong interpersonal, organizational, and communication skills</li> </ul>