Financial Advisor

KeyStone; Eau Claire (WI); On-site; USD 72,000 - 88,000; Full time

Job summary

Keystone Financial Advisory in Wisconsin is seeking a qualified Financial Advisor to grow our client-first practice. You will build planning-led relationships, present written plans, and coordinate with tax and operations teams to deliver integrated financial advice.

We value integrity and collaboration; 2-5 years in a client-facing advisory role is preferred, with Series 65/66 and life and health licenses. CFP designation is a plus, and the role is in-office in Eau Claire/Bloomer.

Qualifications

• 2-5 years in a client-facing advisory, planning, or wealth role.
• Active licenses required: Series 65 or 66, plus life and health insurance licenses.
• Comfort discussing planning and investment decisions in plain language.
• CFP designation or progress toward it is a plus, not a requirement.
• Willingness to work in person from Eau Claire or Bloomer area offices.

Responsibilities

• Build and deepen client relationships through planning-led advice.
• Lead discovery and review meetings covering retirement income, investments, Social Security/Medicare, insurance, and estate coordination.
• Prepare and present written plans and recommendations in partnership with our tax and operations team.
• Help grow the firm through referrals, community presence, and thoughtful follow-up - not a high-pressure sales culture.
• Contribute ideas on process, client experience, and how we serve families and business owners.

Skills

Client relationships

Financial planning

Investment conversations

Integrity & service

Licenses: Series 65/66

Life & Health Licenses

Education

CFP designation in progress

Job description

2-5 years of experience preferred Active licenses required Eau Claire / Bloomer, WI

Keystone is growing, and we're always interested in connecting with talented financial advisors who may be a great fit for our team.

We're a relationship-focused firm that believes great financial advice starts with truly knowing the people we serve. We integrate planning, investments, tax, insurance, and estate work so clients can make confident decisions - and we want advisors who share that philosophy and want to grow with a collaborative, expanding firm.

Financial Advisor

2-5 years of experience preferred Active licenses required Eau Claire / Bloomer, WI

Keystone is growing, and we're always interested in connecting with talented financial advisors who may be a great fit for our team.

We're a relationship-focused firm that believes great financial advice starts with truly knowing the people we serve. We integrate planning, investments, tax, insurance, and estate work so clients can make confident decisions - and we want advisors who share that philosophy and want to grow with a collaborative, expanding firm.

You May Be a Great Fit If You

• Enjoy building genuine, long-term client relationships
• Are confident in financial planning and investment conversations
• Value integrity, accountability, and exceptional client service
• Take initiative and enjoy contributing ideas
• Thrive in a small, collaborative team environment

What You'll Do

• Build and deepen client relationships through planning-led advice
• Lead discovery and review meetings covering retirement income, investments, Social Security/Medicare, insurance, and estate coordination
• Prepare and present written plans and recommendations in partnership with our tax and operations team
• Help grow the firm through referrals, community presence, and thoughtful follow-up - not a high-pressure sales culture
• Contribute ideas on process, client experience, and how we serve families and business owners

What You Bring

• 2-5 years in a client-facing advisory, planning, or wealth role (or a strong related background)
• Active advisor licenses required: Series 65 or 66, plus life and health insurance licenses
• Comfort talking through planning and investment decisions in plain language
• CFP® or progress toward it is a plus, not a requirement
• Willingness to work in person from our Eau Claire or Bloomer area offices

What We Offer

• A seat at a growing independent firm with a real voice in how the practice develops
• Integrated tax + planning support so you are not solving every problem alone
• Starting salary of at least $80,000; total pay and bonuses depend on experience and production
• A collaborative team that values integrity and long-term client outcomes

Keystone Financial Advisory is an equal opportunity employer.