About this role
Financial Advisor at Lake Ridge Bank. Location: Monona, Wisconsin, United States. Role: serving clients, developing business, promoting referrals Requirements: Bachelor’s degree or 5 years of sales/financial client experience; Series 7/6/63; Life and Health licenses; fiduciary knowledge; strong communication; MS Office; ability to learn new software. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM (Redtail), Financial planning software Certifications: series 7, series 6, series 63, life, health Commitment: Full Time Workplace: Onsite Languages: English