JOB DESCRIPTION:

Midwestern Securities is searching for a client-focused Financial Advisor to join Legacy Financial Services, the investment services division inside Bank of Luxemburg. This is an excellent opportunity for a passionate, proven producer who is ready to grow their book and service their clients with the support of a well-established, community-based financial institution. This advisor will operate out of the Green Bay, Wis. offices.
The main role of the Financial Advisor is to create lasting relationships with clients by helping them make intelligent financial decisions based on their unique situations and goals. He/she will focus on creating meaningful investment solutions for clients.

COMPANY DESCRIPTIONS:

The person selected for this position will be an employee of Bank of Luxemburg and independently contracted with Midwestern Securities.
At Bank of Luxemburg, our mission is to have a positive impact on people’s lives. We achieve this by employing talented individuals that positively impact the communities we live and serve. We offer competitive benefits and a positive work environment where employees “Bring the Orange.” That means we bring our energy, passion and integrity to provide the best possible service to our customers each day.
Midwestern Securities is an independent broker/dealer and Registered Investment Advisory firm that helps community-minded financial institutions GROW their non-interest income and PROTECT their customer base through a turn-key Investment Services Division. Unlike some other broker/dealers, our partner investment services divisions are branded and owned by the institution.
When you become a financial advisor with Midwestern Securities, you join a team that is focused on doing what is best for our clients. We are also focused on helping you succeed through excellent training, superior home office support, and advanced technology. Midwestern Securities was founded by Financial Advisors wanting more from their broker/dealer, so they built it for themselves and other advisors who expect more.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated on the basis of, race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status or any other protected category.
Midwestern Securities Trading Company, LLC is a Member FINRA/SIPC. MSTC and Bank of Luxemburg are not affiliated.
No Visa Sponsorship. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

License/Certification:

• Series 7 (Preferred)
• Series 66 (Preferred)
• Life & Health Insurance License (Preferred)

Ability to Commute:

• Green Bay, WI 54302 (Required)

Ability to Relocate:

• Green Bay, WI 54302: Relocate before starting work (Preferred)

Work Location: In perso

Desired Skills & Experience:

• Must be coachable, honest, and trustworthy team player with a proven hard work ethic
• Motivated and organized self-starter with strong attention to detail
• Adaptable and resilient in all situations with an optimistic outlook
• Comfortable utilizing technology to enhance the client’s experience, including, DocuSign, eSignature and Salesforce.
• Bachelor’s degree preferred
• FINRA Series 7 & 66 Licenses (or ability to obtain them in 3 months of hire date for career changers)
• Life, Health, Disability, Long-Term Care Insurance Licenses
• CERTIFIED FINANCIAL PROFESSIONAL™ certification, CHFC®, and other industry designations are a plu

• Grow and manage a portion of division’s current book of business
• Build and nurture strong client relationships with current and potential clients
• Prospect and generate new leads through various channels
• Build and maintain a solid fee-based and commission book of clients using all available resources, including the bank’s customer base, the advisor’s own network of connections, and proactive prospecting in the community
• Develop a strategic business plan for the division and make regular progress toward the goals you set for the division
• Effectively communicate with people with a wide range of backgrounds and experience levels

Desired Skills & Experience:

• Must be coachable, honest, and trustworthy team player with a proven hard work ethic
• Motivated and organized self-starter with strong attention to detail
• Adaptable and resilient in all situations with an optimistic outlook
• Comfortable utilizing technology to enhance the client’s experience, including, DocuSign, eSignature and Salesforce.
• Bachelor’s degree preferred
• FINRA Series 7 & 66 Licenses (or ability to obtain them in 3 months of hire date for career changers)
• Life, Health, Disability, Long-Term Care Insurance Licenses
• CERTIFIED FINANCIAL PROFESSIONAL™ certification, CHFC®, and other industry designations are a plus