About this role
Associate Advisor - Evansville, WI at Retirement Income Strategies. Location: Evansville, Wisconsin, United States. Role: prepare clients, chair meetings, follow processes Requirements: Bachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills. Category: Finance and Accounting Seniority: Entry Level Certifications: life and health insurance, series 65 securities, cfp Commitment: Full Time Workplace: Onsite Languages: English