Financial Advisor

Liberty Financial Group, Inc.; Elm Grove (WI); Hybrid; USD 115,000 - 125,000; Full time

Benefits offered by this job

33-hour Summer Week

Hybrid schedule (WFH Wednesdays)

Base salary with incentive plan

Education budget and professional dues

Job summary

Liberty Financial Group in Elm Grove, WI is seeking a Financial Advisor to focus on planning, client relationships, and meaningful impact instead of prospecting and production goals.

This role features a 33-hour summer week, no commissions or sales quotas, a base salary of $115,000–$125,000 plus an incentive plan, and a hybrid schedule (4 days in office).

Qualifications include Series 65 or 66, Wisconsin Life & Health License, FINRA registration, and 3+ years of client-facing advisory experience.

Qualifications

• FINRA registration
• Series 65 or 66
• Wisconsin Life & Health License
• 3+ years of client-facing advisory experience
• Strong relationship management and communication skills

Responsibilities

• Build and maintain long-term client relationships
• Deliver comprehensive financial planning
• Guide clients on retirement, investment, estate, tax, and insurance strategies
• Participate in portfolio reviews and investment committee discussions
• Collaborate with a highly experienced advisory team

Skills

Relationship management

Communication skills

Client-facing advisory experience

Education

CFP designation or candidate

CFA or EA or similar credential

RIA experience

Job description

33-Hour Summer Work Week

No Commissions | No Sales Quotas | No Cold Calling

Build Financial Futures. Not Sales Pipelines.

At Liberty Financial Group, we're a woman-owned, fee-only RIA that has helped clients achieve their financial goals since 1981. We believe great financial planning comes from trusted relationships, fiduciary advice, and a client-first mindset.

We're seeking a Financial Advisor who wants to focus on planning, client relationships, and meaningful impact instead of prospecting and production goals.

Why Join Liberty?

Financial Advisor / Financial Planner (CFP® Preferred)

Elm Grove, WI (Hybrid: 4 Days In Office)

$115,000-$125,000 Base + Incentive Plan

• No commissions or sales quotas
• Established client relationships and team support
• Summer 33-hour work week
• Flexible start times
• Hybrid schedule (WFH Wednesdays)
• Collaborative, family-first culture
• Fiduciary, fee-only advisory model

What You'll Do

• Build and maintain long-term client relationships
• Deliver comprehensive financial planning
• Guide clients on retirement, investment, estate, tax, and insurance strategies
• Participate in portfolio reviews and investment committee discussions
• Collaborate with a highly experienced advisory team

Required:

• Series 65 or 66
• Wisconsin Life & Health License
• FINRA registration
• 3+ years of client-facing advisory experience
• Strong relationship management and communication skills

Preferred:

• CFP® designation or candidate
• CFA®, EA, or similar advanced credential
• RIA experience
• Charles Schwab platform experience

Compensation & Benefits

Compensation

• $115,000-$125,000 base salary
• Annual incentive plan
• No production requirements

Benefits

• 10 paid holidays
• PTO that increases with tenure
• Medical insurance with employer contribution
• SIMPLE IRA with 3% match
• Continuing education & conference budget
• Life, disability, HRA, and FSA benefits
• Quarterly team events

The Ideal Candidate

You're likely a fit if you:

• Enjoy planning more than prospecting
• Prefer advising over selling
• Value long-term client relationships
• Thrive in a collaborative environment
• Want genuine work-life balance
• Are looking for a long-term professional home

If you're ready to focus on delivering exceptional advice instead of chasing sales goals, we'd love to hear from you.