Job Description
Join WealthBridge Financial Partners as a Financial Advisor and transform your career with unmatched flexibility in Milwaukee's thriving financial district. We empower advisors to build client relationships on your terms through customizable scheduling while providing comprehensive industry-leading support. Our collaborative environment combines cutting-edge technology with personalized mentorship to help you achieve professional growth without sacrificing personal commitments. Enjoy competitive compensation, ongoing CE reimbursement, and access to our exclusive portfolio of investment products.
As a trusted partner to Milwaukee's diverse communities, you'll guide clients toward financial independence through holistic planning strategies. We value work-life integration and actively support advisors in maintaining healthy boundaries while serving our clients' evolving needs.
Responsibilities
- Develop personalized financial plans addressing retirement, investments, insurance, and tax optimization
- Cultivate and maintain long-term client relationships through flexible in-person/virtual meetings
- Analyze market trends and regulatory changes to provide actionable advice
- Collaborate with internal teams to deliver seamless client experiences
- Meet flexible productivity targets aligned with your availability
- Continuously expand financial knowledge through ongoing education
- Participate in quarterly strategy sessions and networking events
Qualifications
- FINRA Series 7 and 66/63/65 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, or related field
- 3+ years financial planning/advisory experience
- Strong communication skills with ability to explain complex concepts
- Proven track record in client relationship management
- Self-motivated with ability to work independently
- Familiarity with financial planning software (e.g., MoneyGuidePro)
- Adaptability to flexible scheduling and virtual meeting technologies