Financial Advisor

Diagram; Milwaukee (WI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Medical/Dental/Vision

Generous PTO

Parental leave

CE/licensing budget

Equity grant

Job summary

Retirable, a growing fintech with an advisor hub in Milwaukee, is seeking a fiduciary financial advisor who can build trust with clients, guide discovery calls to a clear recommendation, and convert qualified prospects into long‑term relationships.

You will conduct financial planning consultations, build personalized retirement plans (Social Security, withdrawal strategy, tax efficiency, longevity risk), onboard new clients, and maintain ongoing reviews.

Qualifications

• Fiduciary advisor with client‑facing financial planning experience.
• Ability to close and convert qualified prospects without high‑pressure tactics.
• Adheres to fiduciary standard for retirement advice.
• Interest in retirement planning: Social Security, withdrawal strategies, taxes, longevity.
• Comfort with evolving processes and toolsets; input into improvements.
• Schedule: Monday–Friday, 9am–6pm CST, plus 2 Saturdays per month.

Responsibilities

• Conduct financial planning consultations with warm inbound prospects.
• Build personalized retirement plans (Social Security, withdrawal, tax efficiency, longevity).
• Guide onboarding and funding of new client accounts.
• Maintain ongoing relationships with onboarded clients; conduct reviews.
• Partner with product, marketing, and operations to surface client feedback.
• Drive trust and guide prospects to clear recommendations.

Skills

Client-facing financial planning

Closing/prospect conversion

Fiduciary standard

Retirement planning domain

Adaptability to evolving processes

Spanish bilingual

Senior market experience

Education

CFP or Series 65/7/66

Job description

Financial Advisor

Apply Here

Who We Are

Retirable is a mission‑driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking, we’re the bridge between where Americans are today and the confident, well‑funded retirement they deserve.

The problem is staggering: 12,000 Americans retire each day and less than a quarter have ever seen a financial planning professional. That’s millions of hardworking Americans aged 55+ heading toward retirement underfunded, underprepared, and unnecessarily stressed.

At Retirable, we’re tearing down the traditional barriers to world class retirement advice. We’re a fee‑based fiduciary RIA, which means our advisors are paid to give the right advice, not to hit product quotas. We craft personalized retirement roadmaps that put clients first.

The Opportunity

You will join as a foundational member of our new Milwaukee office. As an early team member, you will help build the culture alongside the leadership team and instill our values in the growing Midwest hub. This role sits on the front lines, helping clients and prospects navigate the transition into a retirement with peace of mind.

Responsibilities

• Conduct financial planning consultations with warm inbound prospects who’ve requested a consultation.
• Build personalized retirement plans covering Social Security, withdrawal strategy, tax efficiency, and longevity risk.
• Guide new clients through onboarding and account funding.
• Maintain ongoing relationships with the clients you onboard, conducting reviews and adjusting plans as life changes.
• Partner with product, marketing, and operations to surface what you’re hearing from clients.

What We’re Looking For

We’re looking for a fiduciary advisor with genuine sales ability, someone who can build trust quickly, understand clients needs, and motivate them to take control of their financial lives.

What you bring

• Demonstrated client‑facing financial planning experience.
• You can close. You can guide a discovery call to a clear recommendation, handle objections honestly, and convert qualified prospects into long‑term clients without high‑pressure tactics.
• You see the fiduciary standard as the only framework under which retirement advice makes sense.
• You’re genuinely interested in retirement planning as a domain: Social Security claiming, sequence‑of‑returns risk, Roth conversions, Medicare interactions.
• You’re comfortable in a role that’s still being built. Processes will change, tools will evolve, and you’ll have direct input into both.
• Schedule: Monday–Friday, 9am–6pm CST, with 2 Saturdays per month in place of a weekday. Less time chasing, more time advising.

Nice to Have

• Experience in the senior market or with retirement‑stage clients.
• Series 65, Series 7 and Series 66, or CFP.
• Bilingual (Spanish)

Why Join Retirable

• Work that compounds. Every client you bring on is someone who would otherwise retire without professional advice.
• A real path forward. Early advisors grow into senior advisor, team lead, and specialist roles as the firm scales. We promote from within and invest in the credentials (CFP, ChFC, RICP) that get you there.
• Tools that respect your time. Our internal platform handles plan generation, account opening, and ongoing client tracking so you spend your day in conversations, not spreadsheets and CRM workflows.
• Mentorship from leaders who’ve scaled fintech advisor teams from zero.
• Compensation: $65,000–$85,000 base plus quarterly performance bonus, with OTE of $75,000–$95,000. Early advisors also receive an equity grant.
• Full benefits: 401(k) with match, medical/dental/vision, generous PTO, parental leave, and a CE/licensing budget that covers continuing education and license renewals.

Retirable is an equal opportunity employer. We value inclusion and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.