About this role
Financial Advisor at MBE Wealth. Location: Sturgeon Bay or Black Earth or Door County or Fort Atkinson or Mauston or Marshfield or Portage or Reedsburg or Sauk City or Sun Prairie or Tomah or Wausau or Wisconsin Dells or Lake Delton or Baraboo or Phoenix or Goodyear or Chandler or Scottsbluff or Kimball or Durango. Role: advising clients, managing investments, developing clientele Requirements: Bachelor's degree in finance/business, Series 65 or 66 licensure, experience as a financial advisor, proficiency with Microsoft Office and CRM, and strong client communication skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM Certifications: series 65, series 66 Commitment: Full Time, Contract Workplace: Onsite Languages: English