Job Description
Launch your financial career with comprehensive training and mentorship at WealthBridge Financial Group. We're seeking passionate individuals in Milwaukee to join our award-winning team as Financial Advisors – no prior experience required. Our 12-month development program equips you with industry certifications, sales techniques, and client management skills while you build a client portfolio. Enjoy uncapped earning potential, flexible scheduling, and a culture that prioritizes work-life balance. If you're driven to help others achieve financial security and ready for a career with growth, apply today!
Responsibilities
- Build client relationships through personalized financial planning consultations
- Develop investment strategies aligned with client goals and risk tolerance
- Present and explain complex financial products (retirement, insurance, investments)
- Continuously expand industry knowledge through ongoing training and certifications
- Meet sales targets while maintaining ethical client-first practices
- Leverage CRM systems for client portfolio management and reporting
- Participate in team workshops and performance coaching sessions
Qualifications
- High school diploma or equivalent (college degree preferred)
- Strong communication and interpersonal skills
- Self-motivated with entrepreneurial mindset
- Ability to learn complex financial concepts quickly
- Valid FINRA Series 63/65 or willingness to obtain within 90 days
- Proficiency with Microsoft Office and CRM software
- Passion for helping others achieve financial security
- No prior financial experience required