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Job Summary

Company
Lake Country Wealth Management
Location
Delafield, WI 53018
Industries
Financial Services
Job Type
Full Time
Employee
Career Level
Experienced (Non-Manager)
Salary

Salary Commensurate with Experience

Securities Case Analyst (Non-Sales Registered Assistant)

About the Job

Are you looking for a challenge?  Do you enjoy successfully managing multiple time-sensitive tasks and responsibilities on a daily basis?  Do you appreciate helping clients achieve their financial goals?  If so, we are a Delafield financial planning firm seeking an experienced, FINRA Series 7 and 66 Securities as well as WI Life, Health, and Accident licensed professional to join our team.  You will have responsibility for the day to day activities of the securities side of the business – from preparing applications, to tracking new business, to entering trades, to interacting with clients and vendors.  Please send a one-page cover letter describing your outlook on the economy and resume to apply.  Salary commensurate with experience.  Serious candidates only, please.  Applicants will be required to complete a skills test prior to an initial interview.

 
 

Job Tools

 
 

Contact Information

Lisa Persohn

Lake Country Wealth Management
709B Milwaukee Street
Delafield, WI 53018

Phone:  262-646-3549
Fax:  262-646-3589

You are Applying to: Securities Case Analyst (Non-Sales Registered Assistant)
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