7607 Blake Road, Greenleaf, WI 54126, (920)864-3311
Unity Financial LLC, a Registered Investment Advisor, is in need of Investment Advisor Representatives to work in Northeast Wisconsin.
As an Investment Advisor Representative, you will work with the Investment Manager of Unity Financial LLC to implement and maintain your clients’ investment portfolios.
You will prepare and deliver personal financial plans for your clients with the assistance of Unity Financial LLC Support Staff.
As an Investment Advisor Representative of Unity Financial LLC, you will be marketing the investment management services of Unity Financial LLC.
Please call to set up an appointment to discuss our open positions 920/756-2272.
- Two (2) + years of sales and marketing experience
- Efficient and effective time management skills
- Series 7 and 66, or Series 65, or a designation of CFP, ChFC, PFS, CFA or CIC.