Job Description
Join Milwaukee's premier wealth management firm as a Financial Advisor! We're seeking driven professionals to help clients build lasting financial security through personalized investment strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment where your expertise directly impacts lives. Why Milwaukee? Thrive in a vibrant financial hub with competitive compensation and work-life balance.
Responsibilities
- Develop customized financial plans for high-net-worth individuals and families
- Build and maintain client relationships through trust-based advisory services
- Analyze market trends to optimize investment portfolios
- Drive business growth through strategic networking and referrals
- Ensure compliance with FINRA and SEC regulations
- Mentor junior advisors to foster team excellence
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or ability to obtain)
- 3+ years of financial services/advisory experience
- Proven track record in client acquisition and retention
- Advanced knowledge of investment vehicles and retirement planning
- Exceptional communication and presentation skills