7 strategic advisor jobs at 2 companies in Slinger, WI
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Associate Financial Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
Baird: Privately held, employee-owned financial firm serving clients with wealth management, investment banking, asset management and capital markets.
5+ YOEBachelor's degree, 5+ years of industry experience, and SIE, Series 7, 66, 9, 10, Life, Health, and Variable Annuity Insurance licenses required. Strong leadership, communication, compliance, recruiting, and strategic management skills.
Proven senior leader in financial services with experience leading advisor teams, recruiting and coaching, strategic thinking, and strong understanding of compliance and financial planning.
Proven senior leadership in financial services, experience leading advisor teams, recruiting and coaching talent, strategic thinking, and strong knowledge of compliance and wealth management.
Proven senior leadership in financial services, experience leading advisor teams, recruiting and coaching talent, strategic thinking, and strong knowledge of compliance and wealth management.
Proven senior leadership in financial services, experience leading advisor teams, recruiting and coaching talent, strategic thinking, and strong knowledge of compliance and financial planning.
Proven senior leader in financial services with experience leading advisor teams, recruiting and coaching talent, strong compliance and financial planning knowledge, and strategic leadership skills.
Proven senior leadership in financial services, experience leading advisor teams, recruiting and coaching high-performing professionals, strategic thinking, and strong compliance and wealth management knowledge.