Job Description
Join WealthHorizon Partners, a premier financial services firm, as a Financial Advisor in Milwaukee. We're seeking dynamic professionals who value work-life balance through flexible scheduling while delivering exceptional client outcomes. Our collaborative environment combines cutting-edge technology with personalized service, empowering you to build meaningful client relationships and achieve your career goals.
Enjoy competitive compensation with uncapped earning potential, comprehensive benefits, and ongoing professional development. Milwaukee's thriving business community offers abundant networking opportunities and a high demand for financial expertise.
Responsibilities
- Develop comprehensive financial plans tailored to client goals and risk tolerance
- Cultivate and maintain long-term client relationships through personalized service
- Analyze market trends and investment opportunities to optimize portfolio performance
- Conduct educational workshops on retirement planning and wealth management strategies
- Leverage CRM systems to track client interactions and business development metrics
- Collaborate with cross-functional teams to deliver integrated financial solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA preferred)
- 3+ years of financial planning or advisory experience
- Strong knowledge of investment vehicles, tax strategies, and retirement planning
- Excellent communication and presentation skills with diverse client segments
- Valid Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- Proven track record of meeting sales targets and client satisfaction goals
- Ability to work independently while thriving in a team-oriented environment