Full time
Retirement Advocates, Inc.
Kenosha, WI, USA
About Our Firm We are a values-driven retirement planning firm serving individuals and families through education, integrity, and long-term relationships. Our work emphasizes stewardship, service, and thoughtful planning. We are building a structured, high-touch client service model and are looking for someone who enjoys helping implement and improve processes. This role works closely with the lead advisor and offers a defined growth path for those who demonstrate strong performance, alignment, and commitment to professional licensing. The Opportunity We are seeking a Client Service & Sales Support Associate to support the lead advisor, assist clients, and learn firm systems and processes. This role begins in a support capacity and is intended for someone interested in building a long-term career in financial services. This is not a remote role, not a call-center position, and not a cold-calling or high-pressure sales job. It does involve professional client...


