Job Description
Are you a driven professional looking to make a meaningful impact on the financial future of families in Milwaukee?
Meridian Financial Group is seeking a talented Financial Advisor to join our dynamic team. We believe in empowering our advisors with the tools, mentorship, and resources needed to build a thriving practice while serving our clients with integrity and excellence.
In this full-time role, you will serve as a trusted partner to clients, analyzing their financial goals and crafting comprehensive strategies tailored to their unique needs.
Responsibilities
- Develop and maintain long-term relationships with a diverse portfolio of clients through regular consultations and comprehensive financial reviews.
- Analyze client financial situations to recommend appropriate investment strategies, including stocks, bonds, mutual funds, and insurance products.
- Create and implement comprehensive financial plans covering retirement planning, tax strategies, estate planning, and risk management.
- Conduct market research and stay abreast of regulatory changes to ensure compliance and optimal portfolio performance.
- Collaborate with internal teams to provide superior client service and resolve complex financial issues.
- Meet and exceed annual sales targets and acquire new clients through networking and community engagement.
Qualifications
- Minimum of a Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Series 6, Series 63, and Series 7 licenses (or willingness to obtain within 6 months).
- Active Life and Health Insurance license is highly preferred.
- Proven track record of success in sales and client relationship management.
- Strong communication skills with the ability to explain complex financial concepts to clients of all backgrounds.
- Self-motivated with a strong drive for professional growth and continued education.
- Valid driver’s license and reliable transportation for client meetings.