No experience
Employment Type:
Full time
Job Category:
Financial Advisor
(This job is no longer available)
M3 Insurance | Milwaukee, WI
Grad Date

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Job Description

* Help individual investors by writing financial plans and managing assets.
* Develop systems to track conversations, run financial planning analysis, have go to (financial and insurance) solutions that have been researched to solve gaps in individual plans, and develop robust deliverables for ongoing servicing of individual plans.
* Give input into the development of the fee structure that lines up with the services provided.
* Must work with team and other interested parties to communicate approach and give updates on progress and role to prospective clients.
* Work with team and vendors to help develop and deliver broader messages about investing, saving, financial wellness, and trends (like HSA investing) via group meetings, webinars, blogs and others means.
* Cover the whole range from accumulation, protection, deccumulation, and financial wellness (everything from student loans, to budgets, to college savings, life events, etc.) which in turn gives employees the ability to be more focused and productive workers.

About M3 Insurance

Today, employing over 150 insurance professionals, M3 serves over 5,000 commercial clients from five offices in Wisconsin. Our focus is in property and casualty, workers' compensation, employee benefits, and retirement planning. Our expertise, resources, reputation, and growth have gained us our client's loyalty and the industry's respect. As we approach the future, M3 will keep sight of our vision of innovation and commitment. We will anticipate market trends, explore new ways to serve our clients, and create new tools to manage risk. We'll always seek to earn the trust of our colleagues, clients, and carriers by working hard, producing results, and operating with integrity and respect for others. M3 looks forward with optimism and confidence. Our clients deserve consistent excellence. We remain confident that our core competencies of Insurance Placement, Risk Management, Communication, Client Service and the quality of our People will get the job done. Click here to learn more about M3's Charitable Giving philosophy or to apply for consideration.