Advisor Trainee @Retirement Advocates, Inc.
Advisor Trainee
Full-time @Retirement Advocates, Inc.
📍 Kenosha, WI
✏️ 20 hours ago
Description
Financial Advisor in Training
Retirement Advocates, Inc.
Full-Time - Advisor Track Position
About Us
Retirement Advocates is a growing, values-driven retirement planning firm focused on helping clients retire with clarity, confidence, and purpose. We specialize in retirement income planning, tax-efficient strategies, and holistic financial guidance.
We are a values based, process driven firm, and we are expanding and looking for the right person to grow with us. This is an in-office position, so you must be able to commute daily to Kenosha, WI.
Position Overview
This is a career-track opportunity for someone who wants to become a financial advisor.
You will begin by supporting the lead advisor with client meetings, follow-up, fact-finding, and case preparation. Over time, you will be trained to conduct meetings, present strategies, and manage client relationships.
This is not just a job. It is a long-term opportunity to build a professional career in financial planning.
What You'll Do (Phase 1 - Training & Support)
Call and follow up with warm leads
Help schedule appointments and manage the advisor's calendar
Assist with client fact-finding and data gathering
Prepare meeting materials and proposals
Help manage the client database and CRM
Assist with email campaigns and marketing tasks
Support internal processes and client service requests
Study for and obtain required licenses (with support)
What You'll Do (Phase 2 - Advisor Development)
Conduct fact-finding meetings
Present retirement planning strategies
Build relationships with new clients
Help grow the firm through referrals and events
Teach classes on retirement planning
Who This Is Perfect For
Someone who wants a professional career, not just a job
Coachable, ethical, and growth-minded individuals
Strong communicators who enjoy helping people
Organized and detail-oriented professionals
Comfortable with technology and learning new systems
Backgrounds that often succeed:
Sales or customer service
Insurance or financial services
Teaching or coaching
Business or marketing roles
Requirements
Bachelor's degree preferred
Associate degree or some college coursework required (bachelor's not required for the right candidate)
Professional appearance and strong communication skills both written and verbal
Strong work ethic and positive attitude
Attention to detail
Willingness to obtain insurance and securities licenses
If you already hold a Wisconsin Life & Health license, that is a strong plus
Ability to pass background check and licensing requirements
Compensation
Base training income plus performance bonuses
Commission opportunities as you grow
Long-term advisor compensation track
Total compensation increases significantly as you transition into an advisor role.
(Six-figure income potential is realistic after the first year for high performers.)
Why Join Retirement Advocates
Clear career path to becoming a financial advisor
Structured training and personal mentorship with base pay
Licensing support
Values-driven, client-first environment
Opportunity to grow with an expanding firm
401k plus match after 90 days
Meaningful work that truly helps people
How to Apply
Submit your resume and answer these three questions:
Why are you interested in becoming a financial advisor?
Describe a time you helped someone solve a problem.
What kind of career are you hoping to build over the next 5-10 years?
Retirement Advocates, Inc.
Full-Time - Advisor Track Position
About Us
Retirement Advocates is a growing, values-driven retirement planning firm focused on helping clients retire with clarity, confidence, and purpose. We specialize in retirement income planning, tax-efficient strategies, and holistic financial guidance.
We are a values based, process driven firm, and we are expanding and looking for the right person to grow with us. This is an in-office position, so you must be able to commute daily to Kenosha, WI.
Position Overview
This is a career-track opportunity for someone who wants to become a financial advisor.
You will begin by supporting the lead advisor with client meetings, follow-up, fact-finding, and case preparation. Over time, you will be trained to conduct meetings, present strategies, and manage client relationships.
This is not just a job. It is a long-term opportunity to build a professional career in financial planning.
What You'll Do (Phase 1 - Training & Support)
Call and follow up with warm leads
Help schedule appointments and manage the advisor's calendar
Assist with client fact-finding and data gathering
Prepare meeting materials and proposals
Help manage the client database and CRM
Assist with email campaigns and marketing tasks
Support internal processes and client service requests
Study for and obtain required licenses (with support)
What You'll Do (Phase 2 - Advisor Development)
Conduct fact-finding meetings
Present retirement planning strategies
Build relationships with new clients
Help grow the firm through referrals and events
Teach classes on retirement planning
Who This Is Perfect For
Someone who wants a professional career, not just a job
Coachable, ethical, and growth-minded individuals
Strong communicators who enjoy helping people
Organized and detail-oriented professionals
Comfortable with technology and learning new systems
Backgrounds that often succeed:
Sales or customer service
Insurance or financial services
Teaching or coaching
Business or marketing roles
Requirements
Bachelor's degree preferred
Associate degree or some college coursework required (bachelor's not required for the right candidate)
Professional appearance and strong communication skills both written and verbal
Strong work ethic and positive attitude
Attention to detail
Willingness to obtain insurance and securities licenses
If you already hold a Wisconsin Life & Health license, that is a strong plus
Ability to pass background check and licensing requirements
Compensation
Base training income plus performance bonuses
Commission opportunities as you grow
Long-term advisor compensation track
Total compensation increases significantly as you transition into an advisor role.
(Six-figure income potential is realistic after the first year for high performers.)
Why Join Retirement Advocates
Clear career path to becoming a financial advisor
Structured training and personal mentorship with base pay
Licensing support
Values-driven, client-first environment
Opportunity to grow with an expanding firm
401k plus match after 90 days
Meaningful work that truly helps people
How to Apply
Submit your resume and answer these three questions:
Why are you interested in becoming a financial advisor?
Describe a time you helped someone solve a problem.
What kind of career are you hoping to build over the next 5-10 years?
Ready to apply? ⤵
Advisor Trainee
Full-time @Retirement Advocates, Inc.