e2 Retirement Consulting is seeking an ambitious, professional, self-motivated and entrepreneurial spirit Financial Advisor to join the team!
Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered in Menomonee Falls, WI, just outside of Milwaukee. e2 Retirement Consulting is an independent advisory services firm focusing on comprehensive financial planning for individuals and full-service retirement plan consulting for companies and their participants. As Certified Financial Planner professionals, we believe in treating all clients with the fiduciary standard of care, the highest in the financial service industry. Through clear communication, prudent due diligence and a personalized approach, we use our independence to craft custom solutions to the unique needs of our clientele.
The Financial Advisor provides financial assistance to existing clients and ability to continue building relationships based on knowledge of investment and tax strategies, securities, insurance, retirement plans, and real estate.
Summary of responsibilities
Comfortable assisting established clientele, strong ability to continue building business and relationships.
Meets with existing clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning.