Colgate Recruitment 2023

We are looking for a highly motivated and experienced Financial Advisor to join our team in Colgate, Wisconsin. The ideal candidate will have a passion for helping people achieve their financial goals and will be able to build strong relationships with clients.

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Responsibilities:

• Understand client's financial goals and develop personalized financial plans
• Provide financial advice on a variety of topics, including investments, retirement planning, estate planning, and college savings
• Execute financial plans and monitor client's progress
• Build and maintain relationships with clients
• Stay up-to-date on financial market trends and economic conditions

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Skills:

• Strong relationship building and communication skills
• Proven track record of success in B2B sales
• Ability to work independently and as part of a team
• Excellent presentation skills
• Ability to meet and exceed sales goals
• Ability to travel as needed

Qualifications:

• Bachelor's degree in finance, economics, or a related field
• 3+ years of experience as a Financial Advisor
• Strong financial analysis and investment research skills
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Strong work ethic and attention to detail