Job Description
Join our award-winning financial advisory team in Milwaukee and transform lives through personalized wealth management solutions. We're seeking a passionate Financial Advisor to serve our diverse client base with flexible scheduling options that work for your lifestyle. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a supportive environment.
Why You'll Love Working With Us:
- Flexible hours to accommodate your personal commitments
- Uncapped earning potential with performance bonuses
- Industry-leading training and certification support
- Modern office in downtown Milwaukee
- Health, dental, and retirement benefits
Responsibilities
- Develop comprehensive financial plans for individuals and families
- Build and maintain strong client relationships through regular consultationsAnalyze market trends and investment opportunities
- Present complex financial concepts in accessible ways
- Meet sales targets while maintaining ethical standards
- Utilize CRM systems to track client portfolios and goals
- Collaborate with internal teams on tax and estate planning
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or wealth management
- Strong analytical and communication skills
- Proven track record of client relationship building
- Ability to work independently with flexible scheduling
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Valid Wisconsin securities license