Job Description
Join Wealth Growth Partners in Milwaukee as a Financial Advisor where we provide all essential equipment to jumpstart your career! Our award-winning firm offers comprehensive training, cutting-edge technology, and dedicated mentorship. Build a thriving client portfolio while we handle the tools – from CRM systems to portfolio management software. Enjoy a collaborative environment with competitive benefits and uncapped earning potential in Wisconsin's vibrant financial hub.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios using provided analytical tools
- Conduct client meetings with supplied presentation materials
- Utilize company-provided CRM for client relationship management
- Execute trades through our integrated trading platform
- Attend ongoing professional development with provided resources
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65 or 66 license (or willingness to obtain)
- 3+ years in financial services or client-facing sales
- Strong presentation skills with provided tech tools
- Proven track record in meeting revenue targets
- Excellent communication and relationship-building abilities