Job Description
Join our award-winning financial advisory team in Milwaukee and help clients achieve their wealth goals with part-time flexibility! We're seeking a motivated Financial Advisor to deliver personalized financial planning, investment strategies, and retirement solutions to a diverse client base. Enjoy competitive compensation, ongoing professional development, and a collaborative environment that values work-life balance. Perfect for experienced advisors seeking reduced hours without sacrificing impact.
Responsibilities
- Develop comprehensive financial plans tailored to client goals and risk tolerance
- Present and execute investment strategies across multiple asset classes
- Conduct retirement planning, tax optimization, and estate planning consultations
- Build and maintain strong client relationships through regular portfolio reviews
- Stay current on market trends and regulatory compliance requirements
- Collaborate with internal teams for holistic client solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/ChFC preferred)
- 3+ years of financial planning/advisory experience
- Active FINRA Series 65/66 or state equivalent license
- Strong communication skills and client relationship aptitude
- Proven track record in sales and client acquisition
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Ability to work 20-30 hours per week with flexible scheduling