Financial Advisor
WaterStone BankWisconsin, United States
Posted May 14, 2025
Full Time
About the Company
WaterStone Bank, founded in 1921, is a community bank that offers a full suite of personal and business banking products across the Milwaukee region. It also operates Waterstone Mortgage, a mortgage banking arm with offices in 21 states, extending its reach beyond local banking. The bank emphasizes personalized service, community involvement, and strong financial stewardship, supported by FDIC membership and equal housing lending. Recognized as a Top 100 Workplace in southeastern Wisconsin from 2010 to 2018, WaterStone Bank blends long‑standing local roots with a commitment to employee satisfaction and customer trust.
Job Description
Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client. Provides timely direction and follow-up.
Requirements
- 3-5 years sales and business development experience
- Series 7 and series 63/65 or 66. Valid Wisconsin Life Insurance License
- High School diploma or general education degree (GED)
Benefits
- Outstanding Medical, Dental, and Vision Insurance
- 401(k) matching
- Employee Stock Ownership Plan
- Paid Time off
- Paid Holidays
- Flexible Spending Account
