Established-Book Financial Advisor: No Cold Calling

A growing financial planning firm in Waukesha is seeking a skilled Financial Advisor to cultivate long-term client relationships and provide comprehensive financial planning. This role includes managing an existing book of business with no cold calling required. Ideal candidates possess a Bachelor's degree, an active Series 65 or Series 66 and 7, and a Life and Health insurance license. The firm offers competitive compensation and a modern office environment with various amenities. #J-18808-Ljbffr