Job Description
Join our award-winning wealth management team as a Financial Advisor in Milwaukee! We provide top-tier equipment including Bloomberg terminals, CRM software, and digital portfolio tools to empower your success. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a collaborative environment.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain strong client relationships through regular portfolio reviews
- Utilize provided technology tools for market analysis and investment recommendations
- Exceed sales targets while adhering to FINRA compliance standards
- Participate in community outreach to expand client base
- Maintain accurate client documentation in our CRM system
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Active Series 7 and Series 66/65 licenses
- 3+ years of financial planning or wealth management experience
- Strong presentation skills and client relationship expertise
- Proficiency with financial software and digital tools
- Ability to work independently while collaborating with team