New Accounts Manager at Elite Retirement Group in Plover, WI

Are you searching for a career where your contributions matter, your work-life balance is respected, and your growth is prioritized? Leave behind the feeling of being just another cog in a corporate machine. Join a team where your dedication to excellence is recognized and celebrated.

Why This Role Stands Out

• Career Growth Opportunities : We’re committed to promoting from within and helping you achieve your professional aspirations.
• Supportive Team Culture : Work alongside seasoned professionals invested in your success.
• Half-Day Fridays, No Weekends : Your time off stays sacred.

What You’ll Gain

• Make an Impact : Be the trusted guide for clients as they embark on their financial journeys with our firm.
• A Voice That’s Heard : Join a growing local firm where your ideas and contributions shape our future.
• Direct Collaboration : Work closely with our founder in a highly collaborative, entrepreneurial environment.
• A Clear Path Forward : As our firm grows, so will your opportunities for advancement.
• A Vibrant Work Environment : Enjoy a modern office in Plover, WI, with an upbeat and energetic culture.

Who Will Thrive Here

• Thrives on delivering exceptional client experiences.
• Has a keen eye for detail and takes pride in getting it right the first time.
• Loves building meaningful relationships with clients and colleagues.
• Seeks to grow and learn in the financial services industry.
• Appreciates structure but can adapt and think creatively when needed.

Your Daily Mission

You’ll be the welcoming face and trusted point of contact for new clients, ensuring a smooth and seamless transition to our firm. Collaborating closely with our advisors, you’ll manage the crucial details that lay the foundation for long-lasting client relationships.

The Ideal Candidate

• Skills & Experience :
• Experience in financial services is a bonus, but attitude and aptitude are what we value most.
• Exceptional communication skills and meticulous attention to detail are essential.
• Basic computer proficiency is required.
• A WI insurance license is a plus but not mandatory—we’ll support your licensing journey.

Ready to Join Us?

If you’re looking for more than a job and a fulfilling career where you can make a real difference, this is your chance. Take the first step toward a career where your voice matters and your growth is supported. Apply today!