Retirement Plan Specialist

Wisconsin 401k (www.Wisconsin401k.com)

Wisconsin 401k is an independent wealth management and retirement planning firm in the beautiful, scenic locale of Minocqua, WI. For over two decades, we have been a trusted companion to hundreds of clients, guiding them through the complexities of financial planning. Our team consists of dedicated financial advisors who share a single vision: to provide bespoke, comprehensive financial advice tailored to each client's unique needs.

We believe in the power of knowledge, independence, and personalized service. Our mission is to ensure our clients' financial success and empower them with the knowledge and understanding to make informed decisions about their wealth. As we continue to grow, we aim to strengthen our existing client relationships while reaching out to more individuals and families needing our services.

The Role

As a Retirement Plan Specalist, you'll serve as a key point of contact for our existing clients, supporting their financial objectives by providing a full spectrum of financial planning services. Over time, as you gain experience and grow in your role, you will also have the opportunity to play a more significant part in acquiring new clients.

Primary Responsibilities

• Develop and implement financial plans for clients, including savings, insurance, and investment strategies.
• Regularly review and adjust clients' financial plans based on changing needs, goals, and circumstances.
• Collaborate with the senior advisors to refine client strategies and broaden our service offerings.
• Build and maintain client relationships, providing exceptional service and demonstrating our value to their financial planning.
• Participate in networking and promotional activities to help drive business growth.

Required Qualifications

• Excellent analytical, interpersonal, and communication skills.
• Strong commitment to ethical practice and adherence to regulatory standards.
• Active Life Insurance License required.
• Series 65/66 preferred, or the ability to obtain once employed.
• Prior experience in a financial planning, insurnaace, banking, investment, or retirement planning role is preferred.
• Tax Prep/Planning Background or experience is a major plus!

Why Join Us?

By joining our team, you're not just starting a job; you're setting foot on a career path full of personal and professional growth opportunities. We believe in nurturing our talent and are committed to providing ongoing training and development resources. Furthermore, you'll work in a vibrant, supportive environment where every member’s input is valued and encouraged.

In addition to a competitive salary and benefits package, we offer a clear progression path for ambitious professionals like you, with ample scope for expanding your role and responsibilities at your own pace.

Wisconsin 401k is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Type: Full-time

Pay: $30,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Wausau, WI 54401: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

Salary : $30,000 - $70,000