Job Description
Join Milwaukee's premier wealth management firm as a Financial Advisor and transform clients' financial futures. We're seeking driven professionals to build client relationships, develop personalized investment strategies, and drive growth in a dynamic market. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values innovation and integrity.
Responsibilities
- Develop and maintain comprehensive financial plans for high-net-worth individuals and families
- Build and expand client portfolio through strategic outreach and relationship management
- Analyze market trends to optimize investment portfolios and risk management
- Deliver quarterly performance reviews and financial education workshops
- Collaborate with internal teams on estate planning and tax strategies
- Meet/exceed annual revenue targets while maintaining compliance standards
Qualifications
- Bachelor's degree in Finance, Business, or related field (MBA/CFP preferred)
- 3+ years of financial services or sales experience
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- Proven track record in client acquisition and retention
- Exceptional communication, presentation, and analytical skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)