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About Layton State Bank
Careers
At Layton State Bank we've been stable, strong, and invested in our customers and communities for nearly 90 years. Working at Layton State Bank means you'll be part of a cohesive team of talented professionals who are committed to making a difference for the bank and its customers.
We have an exciting opportunity for an experienced Financial Consultant. In this role, you'll help clients achieve their goals by providing sound financial planning and guidance and offering investment, retirement, and insurance solutions. You'll develop, cultivate, and manage a client base through outbound calls, customer leads, and internal partnerships. Successful candidates will have:
- A proven record of success in developing and managing an investment book of business.
- A passion for developing and maintaining relationships with internal and external customers.
- FINRA Series 7 and 63 and Wisconsin Life Insurance licenses required.
- Superior verbal and written communication skills.
- Excellent organizational, presentation, and client relationship management skills.
- BA/BS in business, finance, economics, or related field is preferred.
- CFP designation preferred.
- PC proficiency, including MS Excel and Word.
- Local travel is required.
In return for your skills and contributions, we offer a competitive compensation and benefits package which includes attractive commission opportunities and sales/incentive award programs.
Layton State Bank is not affiliated with LPL Financial. All securities and insurance products offered through LPL Financial, a Registered Investment Advisor and Registered Broker/Dealer, member FINRA/SIPC.
We are always interested in talking with talented professionals about other opportunities with our organization. You are invited to send your resume and cover letter to Human Resources:
Email: hrc@laytonstatebank.com
Mail/In person: 2740 W Forest Home Ave., Milwaukee WI 53215
Layton State Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
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 Equal Housing Lender |
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