This position is no longer accepting applications
Closed on June 30, 2026.
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Financial Advisor Bank Investment and Annuity Sales
Marketing
Advisor
Annuities
Annuities
Banking
Client Relations
Client Service
Financial Advisor
Financial Services
Insurance
Investment Advisor
Investment Sales
Sales
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Job Description
This Financial Advisor role is based onsite in Wausau, Wisconsin, with commission potential, growth opportunities, and strong marketing and training support.
Responsibilities
- Sell annuities and mutual funds or brokerage accounts in bank lobbies, providing suitable financial product recommendations to customers.
- Cover multiple locations across Wisconsin branches, coordinating client meetings and product demos across a broad geographic area.
- Leverage marketing and training resources provided to drive client acquisition and deepen product knowledge.
- Offer pathways for management opportunities and support for beginners or junior advisers, backed by marketing and training resources.
Requirements
- Requires insurance license.
- Series 6 or better is a plus but not mandatory.
Benefits
- Marketing and training support.
- Commission-based compensation.
Compensation
- Salary: USD 49,705 - 300,000 per year
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