Job Description
Join Milwaukee's premier wealth management firm as a Senior Financial Advisor. We're seeking dynamic professionals to transform lives through comprehensive financial planning and investment strategies. Enjoy uncapped commission potential, industry-leading training, and a collaborative culture that values innovation and client relationships.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain robust client portfolios through diversified investment strategies
- Drive new business development through networking and referral programs
- Stay current on market trends and regulatory changes affecting financial planning
- Leverage CRM tools to track client relationships and performance metrics
- Collaborate with tax and estate planning specialists for holistic solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses required
- Minimum 3 years of financial advisory experience
- Proven track record of meeting sales targets
- Strong analytical skills with attention to detail
- Exceptional communication and presentation abilities
- CFP designation preferred