Job Description
Join Milwaukee's premier wealth management team as a Financial Advisor and transform your passion for finance into a rewarding career. We're seeking a dynamic professional to help clients build lasting financial legacies through personalized investment strategies, retirement planning, and comprehensive wealth solutions. Enjoy uncapped earning potential, industry-leading training, and a supportive culture that values your growth.
Our ideal candidate thrives in client-facing roles, possesses deep financial acumen, and embraces innovative approaches to portfolio management. Work alongside industry veterans while building your book of high-net-worth clients in one of America's most vibrant financial markets.
Responsibilities
- Develop comprehensive financial plans including investment portfolios, retirement strategies, and risk management solutions
- Cultivate and maintain relationships with high-net-worth clients through personalized consultations
- Conduct market analysis and research to optimize client portfolios
- Collaborate with internal teams to deliver seamless client experiences
- Stay current on financial regulations, tax laws, and industry trends
- Drive business growth through targeted networking and referral strategies
- Maintain FINRA Series 7 and 66/63/65 certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 3+ years of financial services experience with proven client acquisition track record
- Active FINRA Series 7 and Series 66/63/65 licenses
- Certified Financial Planner (CFP) designation strongly preferred
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Entrepreneurial mindset with sales aptitude
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)