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Job 8853: Insurance; Sr. Wealth Advisor

Location: WI   Multiple
Upper Midwest (MI, MN, ND, SD & WI)
Salary Range: $70 to $80K DOE
Bonus & Incentives: Commissions and Incentives driven by personal production - working with Sr. Wealth Mgmt. Team.
Position Responsibilities: In the context of a Wealth Advisory TEAM; Conults propects and clients with respect to a variety of insurance products and the clients' wealth preservation; wealth transfere/estate planning goals. Ideal for the serious large-case Life Insurance Pro.!
Education and Certifications/Licenses: Bachelors, CFP; CHFC; CLU; SER. 7
Mandatory Minimum Qualifications: Degreed; Insurance/Financial Planning with not less than 4-5 successful yrs. experience.
Preferred Qualifications: Track record of significant achievement, demonstrating self-motivation and ability to network and build effective circles of influence, leading to consistent new business production.
Additional Comments: IDEAL for the high-integrity, effective Life producer looking for the next level of internal/external referral source / product / sales support from a premier FI. SRV. organizaation.
Benefits: Extremely Competitive
Overnight Travel: Limited
Relocation Assistance: Yes
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