Financial Services Advisor - Build Client Relationships

Legacy Partners Group, located in Milwaukee, is seeking a Financial Service Advisor to build strong client relationships and provide exceptional customer service. Ideal candidates will have 1+ years of experience in a sales environment and an interest in financial services. Responsibilities include assessing financial needs, maintaining client records with CRM software, and staying updated on industry trends. The position offers a salary of $40,000 - $65,000 based on experience, plus bonuses and health insurance. The role involves Monday to Friday work hours, with a 40-hour work week.
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