Senior Financial Advisor - Build Lasting Client Plans

A growing financial planning firm in Waukesha, WI is seeking a Lead Financial Advisor. This role involves preparing customized financial plans and assisting clients with various financial products. Candidates should hold an active Life & Health license, have over 3 years of financial services experience focused on sales, and possess strong communication and organizational skills. The firm prides itself on collaboration and delivering exceptional client experiences. #J-18808-Ljbffr