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