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Interested candidates should forward a copy of their resume and cover letter to firstname.lastname@example.org
Please note that all responses will be kept in strict confidence.
Client Service Representative/Licensed
Wealth Strategy Group, LLC, is seeking to add an experienced Client Services Manager to its Marquette based team. The ideal candidate would be willing to advance to a servicing Licensed Financial Advisor. We are a strongly driven professional group focused on the success of our clients and our firm. WSG is an independent firm offering services including wealth management, investment advisory and financial consulting.
Experienced Financial Advisor
WSG is seeking a successful Financial Advisor with a minimum of three years' production experience. The qualified candidate should possess a BA or BS in Business/Finance or advanced degree designation (e.g. MBA, CFP®, CPA) and FINRA Series 7, 63, and 65 or 66 certified. Candidate must have excellent knowledge of and ability to communicate financial planning concepts and terminology. Strong sales and people skills and a genuine desire to help others is a must.