Financial Advisor Salaries in Monona, WI

Bachelor’s degree in a related field, or a minimum of 5 years’ experience in sales or in assisting clients with financial needs. Series 7, 6, or 63 licenses.

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and…

$70,000 - $90,000 a year

14 days ago

Ability to communicate effectively at all levels and develop rapport and relationships with internal business partners. FINRA and/or SEC experience preferred.

Help advisors prepare and present financial plans using established design and structure. Ability to become licensed and appointed with Commonwealth Financial…

Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…

Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3)…

$65,000 - $85,000 a year