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Associate Advisor

L5

wellSouth Milwaukee, WI16 days ago

$65 K–$85 K

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industries

Portfolio Management and Investment AdviceOther Management Consulting ServicesAdministrative Management and General Management Consulting Services
Associate Advisor – Remote
Compensation: $65K–$85K base + bonus
We’re hiring an Associate Advisor on behalf of our client—a growing wealth management firm built for remote-first teams. This is a true partnership role: you’ll team up with one of our Sales Advisors (VP level) to onboard and serve a growing client base, working together to hit — and beat — annual new-asset goals. Why this role?- A real growth path — start by shadowing and prepping meetings, and grow into owning the client relationship- Direct partnership with a VP-level Sales Advisor who’s counting on you- Hands-on experience in Fixed Indexed Annuities and advisory planning- The flexibility of fully remote work, with the tools and autonomy to do your best work
What you bring: Series 65 and Life, Accident & Health (LAH) licensing- Prior sales or service experience with Fixed Indexed Annuities (FIA) and advisory- Working proficiency with MoneyGuide Pro and/or Nitrogen- A demonstrated track record of thriving in a remote role How you’ll grow:- Start: Shadow the Sales Advisor, coordinate meeting prep for 2nd and 3rd appointments, and guide prospects through the sales process to becoming clients- Transition: Step out of first appointments while continuing to prep the Sales Advisor and coordinate clients through onboarding- Mature state: Serve as the central point of contact for clients, running most or all service meetings Sound like you? Let’s talk.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Salary

$65 K–$85 K

Location

South Milwaukee, WI

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

16 days ago

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