Job Description
Are you a motivated financial professional looking to elevate your career without the burden of upfront costs? Prime Wealth Partners is seeking a driven Financial Advisor to join our thriving team in Milwaukee, WI. We specialize in providing comprehensive wealth management solutions to a diverse client base.
What sets us apart? We are proud to offer a fully equipped workspace. We provide you with the latest technology, a premium laptop, a smartphone, and access to industry-leading CRM tools and marketing leads. Your focus is on growing your book of business and building relationships; we handle the logistics.
As a Financial Advisor with us, you will help clients navigate their financial futures through strategic retirement planning, investment management, and estate planning strategies.
Responsibilities
- Client Acquisition & Retention: Build and maintain long-term relationships with new and existing clients by understanding their unique financial goals.
- Financial Planning: Develop comprehensive financial plans including retirement projections, risk management, and tax strategies.
- Investment Management: Manage investment portfolios, execute trades, and monitor market performance to optimize client returns.
- Compliance: Ensure all activities adhere to FINRA rules, SEC regulations, and internal compliance standards.
- Marketing: Utilize provided marketing collateral and digital tools to generate new leads and grow your practice.
- Team Collaboration: Partner with internal experts to provide a holistic approach to client service.
Qualifications
- Credentials: Series 7, Series 66 (or 63) and Life/Health Insurance licenses required; Series 24 preferred.
- Experience: 1-3 years of experience in financial services or a strong desire to start a career in wealth management.
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or related field (or equivalent experience).
- Skills: Strong analytical skills with the ability to interpret complex financial data.
- Communication: Exceptional verbal and written communication skills with a focus on client service.
- Technology: Proficient in Microsoft Office Suite and willing to learn proprietary financial software.