Job Description
Join our dynamic team as a Part-Time Financial Advisor in Milwaukee and transform your passion for finance into a rewarding career. We're seeking a motivated professional to help clients build wealth through personalized financial planning. Enjoy flexible hours while making a tangible impact on Milwaukee's financial landscape.
What We Offer:
- Competitive hourly rate + performance bonuses
- Comprehensive training and ongoing professional development
- Cutting-edge financial planning tools and resources
- Supportive team environment with mentorship opportunities
- Flexible scheduling to work-life balance
Responsibilities
- Develop personalized financial plans for individual and small business clients
- Analyze investment portfolios and recommend strategic adjustments
- Build and maintain strong client relationships through regular consultations
- Stay current with financial regulations and market trends
- Collaborate with team members to achieve departmental targets
- Conduct financial literacy workshops for community outreach
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65/66 or 7/63 securities license (required)
- 2+ years financial planning/advisory experience
- Strong analytical and communication skills
- Proven track record in client relationship management
- Proficiency with financial planning software (e.g., MoneyGuidePro)
- WI state insurance license (preferred)