About this role
Virtual Financial Advisor at Associatedbank. Location: Green Bay, Wisconsin, United States. Role: conducting reviews, delivering solutions, managing relationships Requirements: Associate degree and 5+ years in brokerage/financial services; Series 7 plus Series 63 and 65 or Series 66; Life and Health insurance license; strong communication and consultative sales skills. Category: Finance and Accounting Seniority: Senior Level Certifications: series 7, series 63, series 65, series 66, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English