Jobs

Jobs

We are currently looking for Financial Advisors. 
We have one open position. Please apply and we can discuss!

Location: Wisconsin (On-Site) 
Salary: $100,000 – $150,000
Benefits: Full Benefits
Type: Full Time, Direct Hire
Funding Round: N/A

Most Important:

  • 5+ years as a Financial Advisor 
  • Exp with Brokerage and Wealth Management Firms 

Qualifications:

  • 5+ years a Financial Advisor 
  • BA/BS in Finance or Similar 
  • Experience with Corporate Accounting 
  • Experience with High Net Worth Individuals 
  • Experience with International Taxes, Accounting Software, Etc.

Responsibilities 

  • Moving money from accounts per industry and federal regulations
  • Performing market research to stay current with financial trends
  • Preparing financial documents, such as income projections and investment report
  • Knowledge of financial options, including investments, loans, savings accounts and stock options
  • Expertise in financial planning and investment strategies

If the above seems like a fit, then apply!!

CRB Workforce, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

#LI-Onsite

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