Job Description
Join our award-winning wealth management team in Milwaukee as a Direct Hire Financial Advisor. We're seeking a dynamic professional to build client relationships, deliver personalized financial strategies, and drive business growth in Wisconsin's thriving financial hub. Enjoy uncapped earning potential, comprehensive benefits, and ongoing professional development in a collaborative environment.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Cultivate new client relationships through networking, referrals, and strategic outreach
- Manage investment portfolios aligned with clients' risk tolerance and financial goals
- Conduct market research to identify emerging investment opportunities
- Maintain compliance with FINRA regulations and company fiduciary standards
- Leverage CRM systems to track client interactions and business metrics
- Collaborate with internal partners (tax, legal, estate planning) for holistic solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and 65/66 securities licenses (or ability to obtain within 90 days)
- 3+ years of experience in financial planning, wealth management, or advisory role
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and presentation skills
- CFP or CFA designation preferred