Job Description
Join our award-winning team of financial advisors at WealthBridge Financial Partners, where we empower professionals to build thriving careers while transforming clients' lives. We're seeking a driven Financial Advisor to join our Milwaukee office and help individuals navigate complex financial landscapes. Enjoy comprehensive training, competitive compensation, and a culture of growth and collaboration.
Responsibilities
- Develop personalized financial plans including retirement, investment, and estate strategies
- Build and maintain long-term client relationships through trust-based advisory
- Analyze market trends and recommend portfolio adjustments
- Comply with FINRA regulations and fiduciary standards
- Collaborate with internal partners for holistic client solutions
- Participate in professional development and industry certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning or advisory experience
- Strong analytical skills and market knowledge
- Excellent communication and presentation abilities
- Proven track record in client relationship management