Job Description
Join WealthBridge Financial Partners, Milwaukee's premier wealth management firm, and launch your career as a Financial Advisor with full equipment support! We provide all necessary toolsâincluding laptop, CRM software, and compliance systemsâto ensure your immediate success. Our collaborative environment offers mentorship from industry veterans and a client pipeline to accelerate growth. Enjoy competitive base salary, uncapped commissions, comprehensive benefits, and opportunities for advancement. Transform lives through strategic financial planning while we handle the tech infrastructure.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, and risk management
- Build and maintain a robust client portfolio through targeted outreach and relationship management
- Leverage provided CRM and analytics tools to track performance and identify growth opportunities
- Stay current on market trends and regulatory changes to ensure compliance and optimal advice
- Collaborate with cross-functional teams to deliver holistic wealth solutions
- Participate in quarterly business development training and networking events
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 65 or 66 license (or willingness to obtain within 90 days)
- Minimum 2 years in financial services, sales, or client-facing role
- Proven track record in meeting/exceeding sales targets
- Exceptional communication and presentation skills
- Strong analytical abilities and proficiency with financial planning software
- Valid driver's license and reliable transportation for client meetings