Job Description
Launch your finance career with WealthBridge Financial Partners, Milwaukee’s premier wealth management firm. We’re seeking motivated, career-driven individuals with no prior experience to join our award-winning training program. As a Financial Advisor, you’ll transform lives through personalized financial planning while building a sustainable income stream. Our 12-month mentorship program covers investment strategies, client acquisition, and compliance – all while you earn competitive base pay with uncapped commission potential.
Why WealthBridge? We’ve helped 200+ advisors launch successful careers since 2010. Enjoy:
- Industry-leading certification support (Series 63/65/66)
- Dedicated mentorship from CFP® professionals
- Full CRM & marketing infrastructure
- Health/dental/vision benefits + 401(k)
Responsibilities
- Build client relationships through consultative financial planning
- Develop personalized investment strategies for individuals/families
- Execute wealth-building plans covering retirement, education, and insurance
- Comply with FINRA/SEC regulations in all client interactions
- Utilize proprietary CRM system for client lifecycle management
- Participate in ongoing training to maintain industry certifications
- Collaborate with senior advisors on complex portfolio strategies
Qualifications
- Bachelor’s degree (any discipline) OR equivalent experience
- Strong communication & interpersonal skills
- Goal-oriented mindset with entrepreneurial drive
- Ability to learn complex financial concepts quickly
- Valid Wisconsin driver’s license & reliable transportation
- Proficiency in Microsoft Office Suite
- Pass FINRA background checks & licensing requirements
- Commitment to ongoing professional development