Job Description
Join our award-winning wealth management firm in Milwaukee as a Senior Financial Advisor! We're seeking a motivated professional to build client relationships and deliver comprehensive financial planning solutions. Enjoy uncapped earning potential, comprehensive training, and a supportive team environment. Help clients achieve their financial dreams while advancing your career in Wisconsin's thriving financial sector.
Responsibilities
- Develop personalized financial plans including retirement, investment, and tax strategies
- Build and maintain a robust client portfolio through networking and referrals
- Stay current with market trends, regulations, and financial products
- Conduct regular portfolio reviews and performance analysis
- Collaborate with internal specialists on complex client needs
- Meet/exceed sales targets and client satisfaction metrics
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65 and/or Series 7/66 licenses (required)
- 3+ years of financial planning/advisory experience
- Strong client relationship management skills
- Proven track record of meeting sales objectives
- CFP designation preferred
- Excellent communication and presentation abilities