Who We Are
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent.
In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our client is seeking to fill an Investment Advisor / Financial Planner role located in the Waukesha, WI market. The successful candidate will consult on investment and insurance strategies, as well as the development of financial plans for clients.
This position comes with salary commensurate with experience and full benefits package.
Investment Advisor / Financial Planner responsibilities include :
- Acquiring, expanding, and maintaining client relationships through business development and client and community networking.
- Interpreting various planning documents, including tax returns, account statements, Social Security benefit estimates, pension statements, annuity contracts, life insurance policy documents, etc.
- Building strong relationships with clients and coworkers by efficiently handling sales and service, identifying sales and / or executing opportunities, and making referrals to internal business partners as appropriate.
- Actively and regularly educate branch staff and internal business partners to identify investment opportunities.
- Managing regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
- Driving investment education and visibility among branch staff.
- Participating in networking and community events to make contacts and build relationships.
Who Are You?
You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion.
Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience :
- High school diploma or equivalent required.
- Bachelor’s degree in Business or Finance preferred.
- Three or more years of previous experience as a Financial Advisor or in a similar position.
- FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
- Ability to build strong relationships with both internal and external customers.
- Ability to perform work with a high level of concentration.
- Ability to balance multiple projects and work under strict deadlines at times.
Investment Advisor/Financial Planner – – Job # 2022
Our client is seeking to fill an Investment Advisor/Financial Planner role located in the Waukesha, WI market. Investment Advisor/Financial Planner responsibilities include:. The successful candidate will consult on investment and insurance strategies, as well as the development of financial plans f...
Assistant Financial Planner - Financial Firm
If you are looking for an amazing career opportunity in a fast-paced environment, please apply today! The below job description outlines the responsibilities for the Assistant Financial Planner. Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for ...
Certified Tax Accountant - 2+Yrs Paid Tax Experience Required
Intuit is seeking Tax Experts for the upcoming tax season.If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!.Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock ...
Experienced Business Analyst - Lean Six Sigma $69,400.00 - $99,200.00 per year
Experienced Business Analyst - Lean Six Sigma. Five or more years of experience working as a business analyst or ‘requirements translator’ between technical and non-technical personnel, with 3 or more years of Medicaid and Medicare experience preferred. Join the group that solves business challenges...
Land Survey Project Manager - Wisconsin Market - Hybrid
Enhance your career at raSmith as a Land Survey Project Manager in our Survey Services division and discover why we're ranked #2 as a Top Workplace. Land Survey Project Manager - Wisconsin Market - Primary Responsibilities:. Assessing project requirements and developing a sound approach to meet the ...
Senior Accountant
Reporting to the CFO, the Senior Accountant is responsible for the financial accuracy and internal controls of the cost accounting system, the data used for product costing and pricing, and inventory controls. ...
Controller
Support the CFO in planning and managing the College's cyclical financial activities and systems in accordance with state and federal regulations, operational policies and procedures, accepted accounting practices and principles, and good business practices to meet the College's goals and objectives...
Associate Finance Data Analyst
As an Associate Finance Data Analyst, you will support the management and administration of sales incentive compensation at Milwaukee Tool. Own monthly processes supporting account lists management, new accounts, personnel changes, and data validations. Bachelor's degree in Business Administration, ...
Senior Project Manager
Develop and maintain project schedules, budgets, and resource plans to ensure successful project execution. This role requires a proactive individual who can manage complex projects, meet deadlines, and exceed customer expectations. Collaborate with cross-functional teams, including engineering, fin...
Production Controller
The Production Controller is responsible for scheduling departmental work and allocating resources to ensure efficient and effective product flow. The Production Controller must be extremely organized and an effective communicator. A strong leader and working supervisor, the Production Controller is...