Job Description
Join Milwaukee's premier wealth management firm and transform your passion for finance into a rewarding career. We're seeking dynamic Financial Advisors to build client relationships, develop personalized financial strategies, and drive growth in Wisconsin's thriving business hub. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that champions professional excellence.
Responsibilities
- Develop and execute customized financial plans for high-net-worth clients
- Build and maintain robust client portfolios through market analysis
- Drive new business acquisition through strategic networking and referrals
- Conduct comprehensive financial reviews and portfolio rebalancing
- Stay current with industry regulations and market trends
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and 66/65 securities licenses (or ability to obtain within 90 days)
- 3+ years of financial services or sales experience
- Proven track record in client relationship management
- Strong analytical skills and market knowledge
- CFP or CFA designation highly preferred
- Exceptional communication and presentation abilities