Job Description
Launch your finance career with no experience required! WealthWise Financial Group is seeking ambitious individuals in Milwaukee to join our award-winning advisory team. We provide comprehensive paid training, mentorship from industry experts, and a clear path to six-figure earnings. This is your opportunity to build meaningful client relationships while mastering financial planning, investment strategies, and retirement solutions. Our culture combines professional growth with community impact – perfect for career changers and recent graduates.
What We Offer:
- PAID 12-week industry certification program
- Ongoing mentorship and career advancement support
- Comprehensive benefits package (health/dental/vision)
- Performance-based bonuses and profit-sharing
- Modern downtown Milwaukee office with skyline views
Responsibilities
- Build client relationships through consultative financial planning
- Analyze financial data to create personalized investment portfolios
- Present financial solutions including retirement planning, insurance, and tax strategies
- Meet/exceed quarterly sales targets while maintaining compliance standards
- Collaborate with senior advisors on complex client cases
- Participate in community outreach programs to expand client base
- Complete ongoing industry certifications (provided)
Qualifications
- High school diploma or equivalent (college preferred)
- Strong communication and interpersonal skills
- Self-motivated with entrepreneurial mindset
- Ability to pass FINRA Series 7/66 licensing (training provided)
- Basic proficiency in Microsoft Office Suite
- Valid Wisconsin driver's license
- U.S. citizenship or permanent residency required
- No prior financial experience necessary