Job Description
Join WealthFirst Partners LLC, Milwaukee's premier wealth management firm, and transform your financial expertise into a rewarding career. We're seeking a dynamic Financial Advisor to help high-net-worth individuals and families achieve their financial dreams through personalized investment strategies, retirement planning, and risk management solutions. Enjoy a collaborative culture with industry-leading resources, ongoing professional development, and uncapped earning potential.
Responsibilities
- Develop comprehensive financial plans tailored to client goals, risk tolerance, and market conditions
- Build and maintain a robust client portfolio through strategic investment management and asset allocation
- Drive business growth through proactive networking, client referrals, and market outreach
- Ensure compliance with FINRA regulations and maintain thorough client documentation
- Utilize advanced financial modeling tools to provide actionable portfolio analysis and performance reports
- Mentor junior advisors while collaborating with cross-functional teams including tax and estate specialists
Qualifications
- Series 7, Series 66, and state insurance licenses (WI required)
- 3+ years of financial planning/advisory experience with proven client acquisition track record
- Bachelor's degree in Finance, Economics, or related field (CFP preferred)
- Exceptional communication skills with ability to translate complex concepts for diverse audiences
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Unwavering ethical standards and commitment to fiduciary responsibility
- Proven ability to build trust and long-term client relationships in competitive markets