ASC Wealth & Retirement Advisors LLC in Appleton, Wisconsin is an independent SEC Registered Investment Advisory Firm.
We assist our clients with:
We view our clients from a holistic standpoint and maintain a fiduciary duty to them.
We are looking for highly motivated and disciplined Financial Advisorsand Assistants to join our team and assist individuals and families to pursue their financial goals. Applicants must be committed to our vision of a client-centric approach to improve the financial health of clients.
Our ideal candidate values interpersonal relationships, is an effective communicator, and is bright and good-natured. They are professional, courteous, engaging and eager to meet people, discovering their needs and concerns, then understanding and communicating how we can assist in meeting those objectives.
Our objective is to provide a congenial work environment in which professionals may freely exchange ideas and realize their full potential.
Our Financial Advisors will have various training programs and mentoring opportunities. They have access to the informational resources, informed speakers, products and assistance they need to grow as an advisor and to help improve the financial health of our clients
- meeting with and advising high net worth healthcare professionals and business owners
- collecting data from clients
- creating plans using firm standard tools
- presenting plan results
- working with clients and their other advisors such as CPAs, Attorneys and Insurance Agents to implement the plans and stay on track.
- assisting with the day to day duties of running a small business
Strong verbal and written communication skills required. Activities and duties require a high level of organization and expertise. This position does require some travel based on client needs.
Excellent benefits which include
Salary plus possible fee sharing
401(k) plan with match
Back Office and Administrative Support
State of the Art Technology Support
Great people skills and a positive attitude.
Confidence and professionalism.
Clean U-4 and Background
Preferred, but Not Required
Experience in the Investment and Financial Planning Industry.
ChFC, CFP or CPA (or progress towards designation)
Knowledge of MoneyGuide Pro Financial Planning Software