Job Description
Launch your finance career with no prior experience! Wealth Management Solutions Inc. is seeking motivated Financial Advisors to join our Milwaukee team. We provide comprehensive training, mentorship, and a proven framework for success. Build meaningful client relationships while helping individuals achieve their financial goals through strategic planning, investment guidance, and retirement solutions. Enjoy competitive base pay, uncapped commission potential, and full benefits including health insurance and 401(k) matching. If you're driven, coachable, and passionate about helping others thrive financially, this is your opportunity to grow with an industry leader.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, insurance, and tax strategies
- Build and maintain client relationships through trust-based consultations and ongoing support
- Present financial products and services aligned with client objectives and risk tolerance
- Stay current on market trends, regulatory changes, and financial industry best practices
- Collaborate with senior advisors to refine client approaches and portfolio strategies
- Participate in ongoing professional development and certification programs
- Meet quarterly performance metrics while maintaining exceptional client satisfaction
Qualifications
- No prior financial experience required – we provide paid training
- High school diploma or equivalent; bachelor's degree preferred
- Exceptional communication and interpersonal skills
- Strong problem-solving abilities and attention to detail
- Self-motivated with ability to work independently and in teams
- Valid driver's license and reliable transportation for client meetings
- Proficiency with digital tools and CRM systems
- State Series 63 and Series 65 licenses (obtained during training)